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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 59-1531281 | Consulting | $65,766 |
JELLYVISION LAB, INC.1 year Service code 49 · EIN 36-4442819 | Other Services | $12,747 |
Filed as: FIDELITY INV. INST. OPER. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $145,064 | $78,852+84.0% | $76,768+89.0% | $75,289+92.7% |
| Participation rate | 84.9% | 85.0%-0.1pp | 77.0%+7.9pp | 72.4%+12.5pp |
| Annual return | 37.74% | -1.29%+39.0pp | 2.43%+35.3pp | -0.04%+37.8pp |
| Employer contribution / active EE | $4,893 | $2,794+75.1% | $2,485+96.9% | $2,405+103.4% |
| Participant deferral / active EE | $7,774 | $4,800+62.0% | $3,852+101.8% | $3,739+107.9% |
| Admin fee / account holder | $31 | $79-61.0% | $6,676-99.5% | $102-69.9% |