Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,300 |
Service code 60 | Sub-TA Fees | $0 |
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 | $27,498 | $63,975-57.0% | $40,145,923-99.9% | $63,975-57.0% |
| Participation rate | 84.2% | 71.1%+13.1pp | 68.4%+15.8pp | 71.1%+13.1pp |
| Annual return | 10.81% | 48.65%-37.8pp | 5.24%+5.6pp | 48.65%-37.8pp |
| Employer contribution / active EE | $1,602 | $2,182-26.6% | $1,844-13.1% | $2,182-26.6% |
| Participant deferral / active EE | $1,679 | $3,356-50.0% | $2,591-35.2% | $3,356-50.0% |
| Admin fee / account holder | $4 | $70-94.1% | $2,903-99.9% | $70-94.1% |