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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 | $92,076+8.3% | $105,608-5.6% | $77,714+28.3% |
| Participation rate | 95.5% | 81.0%+14.4pp | 75.3%+20.2pp | 70.6%+24.9pp |
| Annual return | 15.10% | 17.84%-2.7pp | 116.50%-101.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $3,625 | $3,370+7.6% | $3,167+14.5% | $2,727+32.9% |
| Participant deferral / active EE | $9,386 | $5,390+74.2% | $5,010+87.4% | $4,649+101.9% |
| Admin fee / account holder | $90 | $219-59.0% | $11,028-99.2% | $433-79.3% |