Filed December 9, 2019
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID. INV. INST. OPS. CO. Service code 14 · EIN 04-2647786 | Plan Administrator | $225,589 |
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.06% | -2.48%-3.6pp | -102.04%+96.0pp | 0.19%-6.3pp |
| Employer contribution / active EE | $7,423 | $7,648-2.9% | $36,232-79.5% | $13,763-46.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |