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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $54,516 |
Service code 60 | Sub-TA Fees | $16 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,183 | $127,481+103.3% | $149,696+73.1% | $90,288+187.1% |
| Participation rate | 68.5% | 78.2%-9.7pp | 82.5%-14.0pp | 73.4%-4.8pp |
| Annual return | 12.08% | 57.78%-45.7pp | 276.60%-264.5pp | 53.97%-41.9pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,950 | $6,975+14.0% | $6,842+16.2% | $4,232+87.8% |
| Admin fee / account holder | $20 | $152-86.9% | $9,309-99.8% | $114-82.6% |