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 | Participant loan processing; Float re... | $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 | $65,960+110.9% | $81,882+69.9% | $77,762+78.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.4%+27.6pp | 70.6%+29.4pp |
| Annual return | 27.83% | 26.64%+1.2pp | 779.47%-751.6pp | 31.27%-3.4pp |
| Employer contribution / active EE | $9,271 | $2,375+290.4% | $2,916+218.0% | $2,728+239.9% |
| Participant deferral / active EE | $9,099 | $3,505+159.6% | $4,323+110.5% | $4,651+95.6% |
| Admin fee / account holder | $138 | $526-73.8% | $7,360-98.1% | $433-68.2% |