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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 | $46,464+159.3% | $150,298-19.8% | $79,634+51.3% |
| Participation rate | 94.7% | 57.0%+37.8pp | 77.8%+17.0pp | 62.5%+32.2pp |
| Annual return | 16.58% | 27.89%-11.3pp | 62.79%-46.2pp | 36.46%-19.9pp |
| Employer contribution / active EE | $3,977 | $1,512+163.1% | $4,154-4.3% | $2,529+57.2% |
| Participant deferral / active EE | $6,727 | $2,157+211.9% | $5,453+23.4% | $3,835+75.4% |
| Admin fee / account holder | $248 | $891-72.2% | $14,116-98.2% | $1,002-75.2% |