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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,909 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $30,871 | $49,468-37.6% | $150,298-79.5% | $103,975-70.3% |
| Participation rate | 24.0% | 58.1%-34.1pp | 77.8%-53.7pp | 72.5%-48.5pp |
| Annual return | 15.59% | 38.98%-23.4pp | 62.79%-47.2pp | 19.41%-3.8pp |
| Employer contribution / active EE | $101 | $1,670-94.0% | $4,154-97.6% | $3,722-97.3% |
| Participant deferral / active EE | $614 | $2,650-76.8% | $5,453-88.7% | $5,343-88.5% |
| Admin fee / account holder | $52 | $385-86.4% | $14,116-99.6% | $332-84.3% |