Filed January 29, 2019
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $37,008 |
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 | $94,611 | $112,772-16.1% | $57,357+65.0% | $59,188+59.8% |
| Participation rate | 33.2% | 71.3%-38.1pp | 75.1%-41.8pp | 69.4%-36.2pp |
| Annual return | 2.58% | 0.85%+1.7pp | 24.41%-21.8pp | 5.51%-2.9pp |
| Employer contribution / active EE | $865 | $3,400-74.5% | $2,689-67.8% | $2,098-58.7% |
| Participant deferral / active EE | $1,938 | $3,010-35.6% | $3,162-38.7% | $3,265-40.6% |
| Admin fee / account holder | $19 | $144-86.5% | $3,357-99.4% | $92-78.9% |