Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | -$106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,801 | $87,173-31.4% | $59,899-0.2% | $75,289-20.6% |
| Participation rate | 57.6% | 74.5%-16.8pp | 74.7%-17.0pp | 72.4%-14.8pp |
| Annual return | -1.85% | -2.14%+0.3pp | 3.46%-5.3pp | -0.04%-1.8pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,824 | $3,379+42.8% | $3,403+41.8% | $3,739+29.0% |
| Admin fee / account holder | $0 | $75-100.0% | $3,592-100.0% | $102-100.0% |