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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $3,083 |
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 | $57,666 | $65,118-11.4% | $76,768-24.9% | $55,725+3.5% |
| Participation rate | 64.0% | 79.6%-15.6pp | 77.0%-13.0pp | 70.9%-6.9pp |
| Annual return | -5.73% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,051 | $1,941+5.7% | $2,485-17.5% | $2,078-1.3% |
| Participant deferral / active EE | $7,359 | $3,688+99.5% | $3,852+91.1% | $3,356+119.3% |
| Admin fee / account holder | $13 | $116-88.6% | $6,675-99.8% | $115-88.5% |