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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERS CO INC Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,699-100.0% | $177,839-100.0% | $90,274-100.0% |
| Participation rate | 0.0% | 88.3%-88.3pp | 87.7%-87.7pp | 73.4%-73.4pp |
| Annual return | 17.49% | 22.79%-5.3pp | 48.33%-30.8pp | 53.97%-36.5pp |
| Employer contribution / active EE | $3,997 | $4,118-2.9% | $5,919-32.5% | $2,523+58.4% |
| Participant deferral / active EE | $7,265 | $6,731+7.9% | $7,714-5.8% | $4,231+71.7% |
| Admin fee / account holder | $0 | $90-100.0% | $12,432-100.0% | $114-100.0% |