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 | $37,550 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,901 | $85,199+16.1% | $57,196+72.9% | $63,975+54.6% |
| Participation rate | 33.1% | 74.0%-40.9pp | 75.3%-42.2pp | 71.1%-38.0pp |
| Annual return | 7.05% | 10.43%-3.4pp | 14.59%-7.5pp | 48.65%-41.6pp |
| Employer contribution / active EE | $983 | $3,446-71.5% | $2,683-63.4% | $2,182-55.0% |
| Participant deferral / active EE | $2,184 | $3,109-29.7% | $3,096-29.4% | $3,356-34.9% |
| Admin fee / account holder | $19 | $39-50.8% | $3,141-99.4% | $70-73.0% |