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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INSTNL OPRTN CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $27,036 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
Filed as: FIDELITY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELTY INVESTMENTS INST OP CO. Service code 60 | Sub-TA Fees | $0 |
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).
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 | $7,552 | $155,795-95.2% | $136,298-94.5% | $69,631-89.2% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 70.7%+19.5pp |
| Annual return | 47.42% | 232464.33%-232416.9pp | 5156.27%-5108.8pp | 27571.02%-27523.6pp |
| Employer contribution / active EE | $1,356 | $2,991-54.7% | $4,696-71.1% | $2,032-33.3% |
| Participant deferral / active EE | $2,852 | $5,394-47.1% | $6,247-54.4% | $3,224-11.5% |
| Admin fee / account holder | $91 | $128-29.0% | $9,244-99.0% | $110-17.5% |