Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | -$76,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,571 | $120,057-27.1% | $75,728+15.6% | $93,010-5.8% |
| Participation rate | 61.4% | 77.3%-15.9pp | 74.8%-13.4pp | 73.9%-12.5pp |
| Annual return | 15.05% | 19.62%-4.6pp | 104.66%-89.6pp | 158.70%-143.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $5,614 | $4,089+37.3% | $3,820+47.0% | $4,561+23.1% |
| Admin fee / account holder | $41 | $81-49.4% | $3,620-98.9% | $152-72.8% |