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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST. OP. CO. Service code 64 · EIN 04-2647786 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $10,616 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,998 | $62,928-34.8% | $172,755-76.3% | $67,579-39.3% |
| Participation rate | 78.6% | 64.5%+14.1pp | 82.6%-4.1pp | 71.3%+7.3pp |
| Annual return | 22.63% | 30.36%-7.7pp | 802.94%-780.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,029 | $1,636-37.1% | $5,144-80.0% | $2,148-52.1% |
| Participant deferral / active EE | $987 | $2,145-54.0% | $5,198-81.0% | $3,539-72.1% |
| Admin fee / account holder | $21 | $167-87.4% | $13,955-99.8% | $142-85.3% |