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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 | $36,904+226.5% | $158,223-23.8% | $65,191+84.8% |
| Participation rate | 94.7% | 62.1%+32.6pp | 79.2%+15.5pp | 63.0%+31.7pp |
| Annual return | 16.58% | 24.43%-7.8pp | 52.09%-35.5pp | 51.24%-34.7pp |
| Employer contribution / active EE | $3,977 | $1,489+167.0% | $4,109-3.2% | $2,400+65.7% |
| Participant deferral / active EE | $6,727 | $1,936+247.5% | $5,467+23.1% | $2,671+151.8% |
| Admin fee / account holder | $248 | $793-68.7% | $16,047-98.5% | $907-72.7% |