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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$628 |
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 | $22,886 | $69,774-67.2% | $67,575-66.1% | $74,459-69.3% |
| Participation rate | 89.9% | 71.4%+18.5pp | 72.9%+17.0pp | 67.2%+22.7pp |
| Annual return | 15.64% | -40.53%+56.2pp | 3528.98%-3513.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $2,035 | $2,710-24.9% | $2,736-25.6% | $2,626-22.5% |
| Participant deferral / active EE | $2,553 | $3,636-29.8% | $4,003-36.2% | $4,350-41.3% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |