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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELTY INVESTMENTS INST OP CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $910 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $256 |
Filed as: FIDELITY INVESTMENTS INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
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 | $35,343 | $37,463-5.7% | $77,096-54.2% | $66,938-47.2% |
| Participation rate | 95.3% | 52.9%+42.4pp | 67.9%+27.4pp | 69.8%+25.5pp |
| Annual return | -10.32% | -3.25%-7.1pp | 42.35%-52.7pp | 1.58%-11.9pp |
| Employer contribution / active EE | $6,647 | $1,535+333.0% | $2,814+136.2% | $2,545+161.1% |
| Participant deferral / active EE | $4,782 | $2,621+82.4% | $4,429+8.0% | $4,238+12.8% |
| Admin fee / account holder | $15 | $568-97.3% | $5,428-99.7% | $594-97.4% |