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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $66,158 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,745 | $92,090+8.3% | $106,201-6.1% | $77,671+28.4% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 15.10% | 17.89%-2.8pp | 116.26%-101.2pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,625 | $3,368+7.6% | $3,170+14.4% | $2,726+32.9% |
| Participant deferral / active EE | $9,386 | $5,386+74.3% | $5,012+87.3% | $4,648+101.9% |
| Admin fee / account holder | $90 | $219-59.0% | $11,039-99.2% | $430-79.1% |