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) | $13,615 |
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,522 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $135,100 | $47,456+184.7% | $172,757-21.8% | $77,775+73.7% |
| Participation rate | 84.3% | 66.3%+18.0pp | 82.6%+1.6pp | 73.2%+11.1pp |
| Annual return | 23.49% | 35.57%-12.1pp | 803.06%-779.6pp | 32.58%-9.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,467 | $2,560+269.9% | $5,198+82.1% | $3,966+138.7% |
| Admin fee / account holder | $24 | $81-70.9% | $13,956-99.8% | $100-76.5% |