Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $11,158 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,438 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,138 | $44,989+167.0% | $170,435-29.5% | $77,958+54.1% |
| Participation rate | 98.4% | 64.6%+33.8pp | 83.6%+14.8pp | 71.6%+26.7pp |
| Annual return | 21.42% | 19.61%+1.8pp | 205.94%-184.5pp | 20.87%+0.6pp |
| Employer contribution / active EE | $1 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $10,522 | $2,208+376.7% | $4,939+113.0% | $3,537+197.5% |
| Admin fee / account holder | $9 | $69-87.3% | $13,881-99.9% | $97-91.0% |