Filed October 24, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $5,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,159 | $67,594+218.3% | $77,361+178.1% | $69,733+208.5% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.0%+23.7pp | 62.5%+36.3pp |
| Annual return | 13.75% | 19.20%-5.4pp | 1011.54%-997.8pp | 15.22%-1.5pp |
| Employer contribution / active EE | $9,523 | $2,649+259.5% | $2,990+218.5% | $2,250+323.2% |
| Participant deferral / active EE | $6,567 | $3,401+93.1% | $3,911+67.9% | $3,054+115.0% |
| Admin fee / account holder | $24 | $1,159-98.0% | $5,894-99.6% | $3,102-99.2% |