| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,775 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,356 | $38,925+386.5% | $73,837+156.4% | $55,191+243.1% |
| Participation rate | 90.5% | 66.0%+24.5pp | 73.4%+17.1pp | 69.2%+21.4pp |
| Annual return | 0.84% | 6.31%-5.5pp | 2268.13%-2267.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $5,019 | $1,695+196.2% | $2,788+80.1% | $1,899+164.4% |
| Participant deferral / active EE | $8,029 | $2,351+241.6% | $3,583+124.1% | $3,046+163.6% |
| Admin fee / account holder | $3 | $83-96.9% | $4,882-99.9% | $91-97.2% |