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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,108 |
Filed as: GLOBAL RETIREMENT Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,615 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $39,799 | $45,123-11.8% | $85,240-53.3% | $74,478-46.6% |
| Participation rate | 74.8% | 49.4%+25.5pp | 67.5%+7.3pp | 67.2%+7.6pp |
| Annual return | 15.61% | 26.32%-10.7pp | 66.75%-51.1pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $284 | $1,459-80.6% | $2,735-89.6% | $2,626-89.2% |
| Participant deferral / active EE | $1,622 | $2,736-40.7% | $4,527-64.2% | $4,350-62.7% |
| Admin fee / account holder | $267 | $2,215-88.0% | $6,165-95.7% | $1,946-86.3% |