Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,389 | $89,093-3.0% | $102,434-15.7% | $77,736+11.1% |
| Participation rate | 67.4% | 80.9%-13.6pp | 76.5%-9.1pp | 70.6%-3.2pp |
| Annual return | 14.24% | 25.03%-10.8pp | 29.46%-15.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,668 | $2,699-38.2% | $3,023-44.8% | $2,728-38.9% |
| Participant deferral / active EE | $3,030 | $5,147-41.1% | $5,055-40.1% | $4,651-34.9% |
| Admin fee / account holder | $10 | $236-95.8% | $9,462-99.9% | $433-97.7% |