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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS COMPANY, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,904 |
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 | $35,664 | $46,332-23.0% | $143,797-75.2% | $64,824-45.0% |
| Participation rate | 80.6% | 64.2%+16.3pp | 80.3%+0.3pp | 71.5%+9.1pp |
| Annual return | -17.01% | -10.05%-7.0pp | -0.04%-17.0pp | 32.84%-49.9pp |
| Employer contribution / active EE | $2,357 | $1,911+23.3% | $4,952-52.4% | $2,507-6.0% |
| Participant deferral / active EE | $4,148 | $2,647+56.7% | $5,638-26.4% | $4,311-3.8% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |