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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,348 | $66,486-45.3% | $81,370-55.3% | $77,762-53.3% |
| Participation rate | 77.9% | 68.7%+9.2pp | 69.5%+8.3pp | 70.6%+7.3pp |
| Annual return | 12.58% | 15.95%-3.4pp | 24.85%-12.3pp | 31.27%-18.7pp |
| Employer contribution / active EE | $268 | $2,158-87.6% | $2,464-89.1% | $2,728-90.2% |
| Participant deferral / active EE | $1,703 | $3,677-53.7% | $3,885-56.2% | $4,651-63.4% |
| Admin fee / account holder | $16 | $586-97.3% | $5,749-99.7% | $433-96.3% |