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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $2,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,205 | $64,909+5.1% | $82,312-17.1% | $62,293+9.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 25.25% | 21.18%+4.1pp | 25.88%-0.6pp | 28.90%-3.6pp |
| Employer contribution / active EE | $2,223 | $1,676+32.7% | $2,428-8.4% | $2,042+8.9% |
| Participant deferral / active EE | $8,151 | $3,103+162.7% | $3,706+119.9% | $3,169+157.2% |
| Admin fee / account holder | $13 | $440-97.1% | $5,608-99.8% | $479-97.3% |