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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVT INSTNL Service code 26 · EIN 04-3532603 | Advisory (Participants) | $11,667 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,776 | $122,051+99.7% | $184,185+32.4% | $74,400+227.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.89% | 19.91%-9.0pp | 28.81%-17.9pp | 1367.51%-1356.6pp |
| Employer contribution / active EE | $4,513 | $4,539-0.6% | $6,426-29.8% | $2,624+72.0% |
| Participant deferral / active EE | $0 | $7,146-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $23 | $1,258-98.2% | $13,909-99.8% | $1,944-98.8% |