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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2647786 | Advisory (Plan) | $92,259 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,488 | $36,002+234.7% | $161,489-25.4% | $64,728+86.1% |
| Participation rate | 94.7% | 57.4%+37.3pp | 78.7%+16.0pp | 57.9%+36.8pp |
| Annual return | 16.58% | 33.93%-17.3pp | 89.72%-73.1pp | 49.38%-32.8pp |
| Employer contribution / active EE | $3,977 | $1,380+188.3% | $4,268-6.8% | $2,243+77.3% |
| Participant deferral / active EE | $6,727 | $1,815+270.7% | $5,630+19.5% | $2,729+146.5% |
| Admin fee / account holder | $248 | $931-73.4% | $16,006-98.5% | $1,145-78.3% |