Filed July 14, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $8,970 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,355 | $101,539-22.8% | $147,041-46.7% | $74,400+5.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.46% | 8740.84%-8720.4pp | 419.21%-398.8pp | 1367.51%-1347.1pp |
| Employer contribution / active EE | $3,357 | $3,811-11.9% | $4,935-32.0% | $2,624+27.9% |
| Participant deferral / active EE | $4,476 | $7,304-38.7% | $8,071-44.5% | $4,348+2.9% |
| Admin fee / account holder | $21 | $1,749-98.8% | $13,006-99.8% | $1,944-98.9% |