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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $17,790 |
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 | $45,563 | $50,860-10.4% | $155,574-70.7% | $77,714-41.4% |
| Participation rate | 83.3% | 63.1%+20.1pp | 78.2%+5.0pp | 70.6%+12.7pp |
| Annual return | 16.79% | 34.86%-18.1pp | 64.87%-48.1pp | 31.26%-14.5pp |
| Employer contribution / active EE | $2,592 | $1,991+30.2% | $4,676-44.6% | $2,727-4.9% |
| Participant deferral / active EE | $4,786 | $2,825+69.4% | $5,629-15.0% | $4,649+3.0% |
| Admin fee / account holder | $20 | $436-95.4% | $15,914-99.9% | $433-95.4% |