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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $94,413 |
Filed as: PHILLIPS & COMPANY SECURITIES INC Service code 27 · EIN 45-3709458 | Advisory (Plan) | $12,500 |
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,655 | $45,382-45.7% | $154,111-84.0% | $75,289-67.3% |
| Participation rate | 57.9% | 65.9%-8.0pp | 83.0%-25.1pp | 72.4%-14.5pp |
| Annual return | -6.69% | -0.47%-6.2pp | 735.18%-741.9pp | -0.04%-6.7pp |
| Employer contribution / active EE | $432 | $1,533-71.8% | $5,298-91.8% | $2,405-82.0% |
| Participant deferral / active EE | $3,095 | $2,384+29.8% | $5,081-39.1% | $3,739-17.2% |
| Admin fee / account holder | $91 | $89+1.9% | $13,411-99.3% | $102-11.0% |