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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY INC · SMITHFIELD, RI 02917 | Loan Processing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,846 | $46,173+31.8% | $170,435-64.3% | $69,631-12.6% |
| Participation rate | 83.1% | 63.9%+19.2pp | 83.6%-0.5pp | 70.7%+12.5pp |
| Annual return | 15.40% | 21.62%-6.2pp | 205.94%-190.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,102 | $1,610-31.6% | $5,432-79.7% | $2,032-45.8% |
| Participant deferral / active EE | $3,484 | $2,080+67.5% | $4,939-29.5% | $3,224+8.1% |
| Admin fee / account holder | $23 | $116-79.7% | $13,881-99.8% | $110-78.7% |