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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 15 · EIN 04-6568107 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,681 | $50,637-82.9% | $86,582-90.0% | $62,293-86.1% |
| Participation rate | 76.0% | 67.9%+8.1pp | 73.5%+2.5pp | 69.5%+6.5pp |
| Annual return | 19.56% | 20.80%-1.2pp | 965.08%-945.5pp | 28.90%-9.3pp |
| Employer contribution / active EE | $510 | $2,075-75.4% | $2,839-82.0% | $2,042-75.0% |
| Participant deferral / active EE | $258 | $2,611-90.1% | $3,609-92.9% | $3,169-91.9% |
| Admin fee / account holder | $4 | $413-99.0% | $4,904-99.9% | $479-99.1% |