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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP COMP Service code 37 · EIN 04-2647786 | Loan Processing | $51,970 |
Filed as: FIDELITY INV INST OPERS CO INC Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $180,419 | $112,686+60.1% | $170,043+6.1% | $80,157+125.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 81.38% | 67.04%+14.3pp | 53.40%+28.0pp | 40.39%+41.0pp |
| Employer contribution / active EE | $4,060 | $4,481-9.4% | $6,790-40.2% | $2,977+36.3% |
| Participant deferral / active EE | $8,137 | $7,876+3.3% | $10,410-21.8% | $5,015+62.3% |
| Admin fee / account holder | $9 | $99-90.7% | $12,824-99.9% | $145-93.6% |