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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 | $50,820-10.3% | $155,567-70.7% | $77,671-41.3% |
| Participation rate | 83.3% | 63.1%+20.1pp | 78.2%+5.1pp | 70.6%+12.7pp |
| Annual return | 16.79% | 34.85%-18.1pp | 64.74%-47.9pp | 31.21%-14.4pp |
| Employer contribution / active EE | $2,592 | $1,993+30.1% | $4,674-44.5% | $2,726-4.9% |
| Participant deferral / active EE | $4,786 | $2,823+69.5% | $5,628-14.9% | $4,648+3.0% |
| Admin fee / account holder | $20 | $436-95.4% | $15,916-99.9% | $430-95.3% |