Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 14 · EIN 04-2647786 | Plan Administrator | $300,463 |
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 | $135,233 | $86,338+56.6% | $91,994+47.0% | $77,775+73.9% |
| Participation rate | 96.5% | 82.9%+13.5pp | 78.6%+17.8pp | 73.2%+23.3pp |
| Annual return | 22.02% | 29.65%-7.6pp | 69.04%-47.0pp | 32.58%-10.6pp |
| Employer contribution / active EE | $7,466 | $2,988+149.9% | $3,453+116.2% | $2,504+198.2% |
| Participant deferral / active EE | $12,736 | $6,908+84.4% | $5,924+115.0% | $3,966+221.1% |
| Admin fee / account holder | $31 | $79-60.6% | $7,744-99.6% | $100-68.7% |