Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID. INV. INST. OPS. CO. Service code 14 · EIN 04-2647786 | Plan Administrator | $214,183 |
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 12.55% | 12.40%+0.1pp | 10.16%+2.4pp | 23.90%-11.3pp |
| Employer contribution / active EE | $9,055 | $8,748+3.5% | $33,192-72.7% | $16,539-45.3% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |