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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 | $34,888 |
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 | $5,478 | $36,916-85.2% | $156,551-96.5% | $57,658-90.5% |
| Participation rate | 88.2% | 63.4%+24.7pp | 84.0%+4.2pp | 70.2%+17.9pp |
| Annual return | 7.79% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $449 | $1,571-71.4% | $5,501-91.8% | $1,974-77.3% |
| Participant deferral / active EE | $1,002 | $1,926-48.0% | $4,871-79.4% | $3,061-67.3% |
| Admin fee / account holder | $25 | $82-69.5% | $13,028-99.8% | $95-73.4% |