Retirement plan

FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: FIDELITY NATIONAL INFORMATION SERVICES, INC. - FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: FIDELITY NATIONAL INFORMATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN, FIDELITY NATIONAL INFORMATION SERVICES, INC.

FIDELITY NATIONAL INFORMATION SERVICES, INC.EIN 37-1490331Plan #001PY 2024

347 RIVERSIDE AVE. - JACKSONVILLE, FL 32202904-438-6007LinkedIn10001+ employees

Prospect flagsLow returnsCorrective distributions

How to read this page

Total assets (EOY)

$4671.6M

+2.2% from 2023

Total participants

30,287

-10.5% from 2023

Average account balance

$158,114

+15.9% from 2023

Annual return

6.79%

-12.02 pp from 2023

Benchmarks

See 92 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants>=10,000

Cohort92 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.67B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$158K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

29,546

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$253.46M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$46

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$938,018
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP CONSULTING, LLC Service code 27 · EIN 27-2037969	Advisory (Plan)	$226,957
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$128,962
BARNES, IACCARINO & SHEPHERD LLP1 year Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890	Accounting	$27,500
SMITH, GAMBRELL & RUSSELL, LLP6 years Service code 29 · EIN 58-0967450	Legal	$21,102

Plan features & details

Pension benefit codes2E2G2J2K2R2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$1.3M

$73 / participant

Recordkeeping$125K9.3%
Investment mgmt$938K69.8%
Legal$21K1.6%
Contract admin$5K0.3%
Other / not subdivided$256K19.1%

% of EOY assets

0.029%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BARNES DENNIG
Auditor EIN: 311119890
Audit fees: $30,581
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$158,114

$152,104+4.0%

$184,185-14.2%

$106,408+48.6%

Participation rate

96.0%

85.9%+10.1pp

86.8%+9.1pp

69.9%+26.1pp

Annual return

6.79%

20.70%-13.9pp

28.81%-22.0pp

17.37%-10.6pp

Employer contribution / active EE

$3,276

$5,326-38.5%

$6,426-49.0%

$3,361-2.5%

Participant deferral / active EE

$10,558

$8,559+23.4%

$9,132+15.6%

$5,567+89.7%

Admin fee / account holder

$46

$103-55.6%

$13,909-99.7%

$79-42.5%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.3 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$938,018

NEWPORT GROUP, INC.1 year

Filed as: NEWPORT GROUP CONSULTING, LLC

Service code 27 · EIN 27-2037969

Advisory (Plan)

$226,957

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$128,962

BARNES, IACCARINO & SHEPHERD LLP1 year

Filed as: BARNES DENNIG

Service code 10 · EIN 31-1119890

Accounting

$27,500

SMITH, GAMBRELL & RUSSELL, LLP6 years

Service code 29 · EIN 58-0967450

Legal

$21,102

FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion