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 | $1,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,869 | $87,125+33.0% | $108,421+6.9% | $86,828+33.4% |
| Participation rate | 97.1% | 80.5%+16.6pp | 80.1%+17.0pp | 72.3%+24.8pp |
| Annual return | 17.91% | 25.21%-7.3pp | 905.61%-887.7pp | 97.95%-80.0pp |
| Employer contribution / active EE | $8,194 | $2,477+230.8% | $3,560+130.2% | $2,406+240.6% |
| Participant deferral / active EE | $9,752 | $6,944+40.4% | $6,564+48.6% | $4,132+136.0% |
| Admin fee / account holder | $2 | $130-98.6% | $7,298-100.0% | $170-98.9% |