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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,551 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,759 | $48,064+30.6% | $78,778-20.3% | $69,631-9.9% |
| Participation rate | 84.3% | 61.6%+22.7pp | 69.2%+15.1pp | 70.7%+13.6pp |
| Annual return | 19.93% | 21.81%-1.9pp | 35.62%-15.7pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,792 | $744+141.1% | $1,986-9.7% | $2,032-11.8% |
| Participant deferral / active EE | $3,844 | $2,079+84.9% | $2,958+29.9% | $3,224+19.2% |
| Admin fee / account holder | -$4 | $152-102.6% | $5,134-100.1% | $110-103.5% |