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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $11,649 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,063 |
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 | $27,642 | $61,172-54.8% | $185,851-85.1% | $79,389-65.2% |
| Participation rate | 89.1% | 66.6%+22.5pp | 81.7%+7.4pp | 70.7%+18.4pp |
| Annual return | 15.50% | 19.45%-3.9pp | 122.11%-106.6pp | 116.89%-101.4pp |
| Employer contribution / active EE | $677 | $2,321-70.8% | $5,168-86.9% | $2,428-72.1% |
| Participant deferral / active EE | $4,647 | $2,788+66.7% | $5,569-16.6% | $4,046+14.9% |
| Admin fee / account holder | $37 | $710-94.8% | $16,245-99.8% | $626-94.1% |