Filed August 16, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO,INC Service code 37 · EIN 04-2647786 100 CROSBY PARKWAY, KC1G · COVINGTON, KY 41015 | Loan Processing | $2,950 |
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 | $66,616 | $89,739-25.8% | $149,721-55.5% | $62,293+6.9% |
| Participation rate | 96.1% | 85.1%+11.0pp | 87.1%+9.0pp | 69.5%+26.6pp |
| Annual return | 18.40% | 21.01%-2.6pp | 1501.67%-1483.3pp | 28.90%-10.5pp |
| Employer contribution / active EE | $5,047 | $3,233+56.1% | $5,444-7.3% | $2,042+147.1% |
| Participant deferral / active EE | $2,843 | $4,797-40.7% | $6,568-56.7% | $3,169-10.3% |
| Admin fee / account holder | $10 | $551-98.2% | $11,282-99.9% | $479-98.0% |