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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 | $112,711+60.1% | $170,055+6.1% | $80,187+125.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 81.38% | 67.06%+14.3pp | 53.43%+28.0pp | 40.40%+41.0pp |
| Employer contribution / active EE | $4,060 | $4,488-9.5% | $6,790-40.2% | $2,980+36.2% |
| Participant deferral / active EE | $8,137 | $7,861+3.5% | $10,410-21.8% | $5,016+62.2% |
| Admin fee / account holder | $9 | $99-90.7% | $12,828-99.9% | $145-93.7% |