| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $276,096 |
Form 5500 reported that benefits due were not provided when due.
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 | $128,815 | $128,169+0.5% | $147,117-12.4% | $106,553+20.9% |
| Participation rate | 98.0% | 67.3%+30.7pp | 82.2%+15.9pp | 69.8%+28.2pp |
| Annual return | 17.00% | 17.88%-0.9pp | 420.54%-403.5pp | 17.37%-0.4pp |
| Employer contribution / active EE | $4,606 | $3,374+36.5% | $4,932-6.6% | $3,359+37.1% |
| Participant deferral / active EE | $15,236 | $7,665+98.8% | $8,065+88.9% | $5,562+173.9% |
| Admin fee / account holder | $12 | $88-86.3% | $12,993-99.9% | $80-84.9% |