Filed October 10, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $685 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $50 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,986 | $89,370-3.8% | $141,197-39.1% | $72,976+17.8% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.3pp | 69.5%+25.2pp |
| Annual return | 23.72% | 111.88%-88.2pp | 71.41%-47.7pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,274 | $3,115-59.1% | $4,736-73.1% | $2,440-47.8% |
| Participant deferral / active EE | $7,827 | $5,419+44.4% | $6,710+16.6% | $3,608+117.0% |
| Admin fee / account holder | $6 | $5,957-99.9% | $10,265-99.9% | $5,124-99.9% |