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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPER. CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $83,918 | $55,453+51.3% | $170,435-50.8% | $62,293+34.7% |
| Participation rate | 33.3% | 66.4%-33.0pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 14.09% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $827 | $2,164-61.8% | $5,432-84.8% | $2,042-59.5% |
| Participant deferral / active EE | $1,392 | $2,303-39.6% | $4,939-71.8% | $3,169-56.1% |
| Admin fee / account holder | $18 | $455-96.0% | $13,881-99.9% | $479-96.2% |