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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $3,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,140 | $79,181-0.1% | $102,423-22.7% | $74,429+6.3% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 12.44% | 54.97%-42.5pp | 29.42%-17.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $2,932 | $4,416-33.6% | $5,054-42.0% | $4,348-32.6% |
| Admin fee / account holder | $23 | $2,002-98.9% | $9,455-99.8% | $1,944-98.8% |