Filed January 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,811 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,304 | $82,979-75.5% | $102,412-80.2% | $77,736-73.9% |
| Participation rate | 76.9% | 71.5%+5.4pp | 74.5%+2.4pp | 70.6%+6.3pp |
| Annual return | 17.82% | 19.11%-1.3pp | 24.94%-7.1pp | 31.26%-13.4pp |
| Employer contribution / active EE | $614 | $3,554-82.7% | $3,870-84.1% | $2,728-77.5% |
| Participant deferral / active EE | $2,788 | $4,109-32.2% | $5,060-44.9% | $4,651-40.1% |
| Admin fee / account holder | $7 | $639-98.9% | $8,388-99.9% | $433-98.4% |