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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,988 | $79,189+74.3% | $102,457+34.7% | $74,400+85.5% |
| Participation rate | 71.5% | 74.8%-3.3pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 14.29% | 54.98%-40.7pp | 29.41%-15.1pp | 1367.51%-1353.2pp |
| Employer contribution / active EE | $4,868 | $2,362+106.0% | $3,022+61.1% | $2,624+85.5% |
| Participant deferral / active EE | $4,185 | $4,415-5.2% | $5,054-17.2% | $4,348-3.7% |
| Admin fee / account holder | $5 | $2,002-99.8% | $9,451-99.9% | $1,944-99.8% |