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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,280 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $215,263 | $76,551+181.2% | $123,894+73.7% | $62,881+242.3% |
| Participation rate | 73.1% | 73.0%+0.1pp | 81.4%-8.3pp | 69.3%+3.8pp |
| Annual return | -8.84% | 18.68%-27.5pp | 47.52%-56.4pp | 20.14%-29.0pp |
| Employer contribution / active EE | $1,631 | $2,882-43.4% | $4,617-64.7% | $2,281-28.5% |
| Participant deferral / active EE | $7,141 | $4,840+47.5% | $5,984+19.3% | $3,203+122.9% |
| Admin fee / account holder | $19 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |