Filed July 14, 2022
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| 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 | $101,653-22.9% | $147,080-46.7% | $74,459+5.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.46% | 8754.98%-8734.5pp | 420.17%-399.7pp | 1369.70%-1349.2pp |
| Employer contribution / active EE | $3,357 | $3,813-12.0% | $4,933-32.0% | $2,626+27.8% |
| Participant deferral / active EE | $4,476 | $7,304-38.7% | $8,066-44.5% | $4,350+2.9% |
| Admin fee / account holder | $21 | $1,752-98.8% | $12,989-99.8% | $1,945-98.9% |