Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $147,430 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $85,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,164 | $145,877-39.6% | $150,045-41.2% | $102,872-14.3% |
| Participation rate | 91.2% | 79.8%+11.4pp | 82.3%+8.9pp | 73.0%+18.2pp |
| Annual return | 31.88% | 21.37%+10.5pp | 62.55%-30.7pp | 19.06%+12.8pp |
| Employer contribution / active EE | $3,443 | $4,710-26.9% | $4,693-26.6% | $3,526-2.4% |
| Participant deferral / active EE | $7,513 | $9,491-20.8% | $7,997-6.1% | $5,535+35.7% |
| Admin fee / account holder | $85 | $176-51.7% | $13,435-99.4% | $292-70.9% |