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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $9,715 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,976 |
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 | $26,814 | $61,391-56.3% | $149,723-82.1% | $71,529-62.5% |
| Participation rate | 84.7% | 62.5%+22.1pp | 78.8%+5.9pp | 67.9%+16.7pp |
| Annual return | 14.43% | 35.88%-21.4pp | 134.50%-120.1pp | 28.97%-14.5pp |
| Employer contribution / active EE | $780 | $2,384-67.3% | $4,821-83.8% | $2,590-69.9% |
| Participant deferral / active EE | $5,302 | $2,921+81.5% | $5,682-6.7% | $4,291+23.6% |
| Admin fee / account holder | $30 | $1,264-97.6% | $13,215-99.8% | $1,588-98.1% |