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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,965 | $50,860-43.0% | $155,574-81.4% | $77,714-62.7% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.2pp | 70.6%+28.8pp |
| Annual return | 8.70% | 34.86%-26.2pp | 64.87%-56.2pp | 31.26%-22.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,393 | $2,825+20.1% | $5,629-39.7% | $4,649-27.0% |
| Admin fee / account holder | $0 | $436-99.9% | $15,914-100.0% | $433-99.9% |