Filed September 28, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTL OPRTNS CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $70,284 |
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $545 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $150 |
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 | $139,105 | $66,004+110.8% | $81,820+70.0% | $77,714+79.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 27.83% | 26.65%+1.2pp | 777.93%-750.1pp | 31.26%-3.4pp |
| Employer contribution / active EE | $9,271 | $2,375+290.4% | $2,915+218.1% | $2,727+240.0% |
| Participant deferral / active EE | $9,099 | $3,508+159.4% | $4,323+110.5% | $4,649+95.7% |
| Admin fee / account holder | $138 | $527-73.8% | $7,391-98.1% | $433-68.2% |