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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 PO BOX 77002 · CINCINNATI, OH 45277 | Loan Processing | $35,768 |
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 | $4,340 | $37,039-88.3% | $147,617-97.1% | $59,188-92.7% |
| Participation rate | 87.6% | 63.8%+23.9pp | 84.6%+3.0pp | 69.4%+18.2pp |
| Annual return | 1.38% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $480 | $1,353-64.5% | $5,564-91.4% | $2,098-77.1% |
| Participant deferral / active EE | $833 | $2,094-60.2% | $4,895-83.0% | $3,265-74.5% |
| Admin fee / account holder | $24 | $60-60.7% | $11,612-99.8% | $92-74.3% |