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 | $35,489 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $0 |
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 | $107,231 | $92,091+16.4% | $63,018+70.2% | $77,958+37.6% |
| Participation rate | 35.5% | 74.5%-39.0pp | 74.8%-39.3pp | 71.6%-36.2pp |
| Annual return | 18.56% | 16.23%+2.3pp | 87.63%-69.1pp | 20.87%-2.3pp |
| Employer contribution / active EE | $993 | $3,424-71.0% | $2,761-64.0% | $2,310-57.0% |
| Participant deferral / active EE | $2,125 | $3,361-36.8% | $3,330-36.2% | $3,537-39.9% |
| Admin fee / account holder | $16 | $48-66.2% | $3,601-99.5% | $97-83.3% |