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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $10,915 |
Filed as: FIDELITY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,685 | $80,177-95.4% | $123,894-97.0% | $57,658-93.6% |
| Participation rate | 92.4% | 74.4%+17.9pp | 81.4%+11.0pp | 70.2%+22.2pp |
| Annual return | 0.00% | 17.90%-17.9pp | 47.52%-47.5pp | 5.13%-5.1pp |
| Employer contribution / active EE | $822 | $2,913-71.8% | $4,617-82.2% | $1,974-58.4% |
| Participant deferral / active EE | $1,947 | $5,130-62.1% | $5,984-67.5% | $3,061-36.4% |
| Admin fee / account holder | $32 | $106-69.6% | $8,357-99.6% | $95-65.8% |