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 | $65,084+230.6% | $67,681+217.9% | $64,340+234.4% |
| Participation rate | 98.7% | 66.7%+32.0pp | 73.7%+25.0pp | 55.2%+43.5pp |
| Annual return | 13.75% | 20.50%-6.7pp | 590.58%-576.8pp | 24.14%-10.4pp |
| Employer contribution / active EE | $9,523 | $2,398+297.0% | $2,678+255.6% | $1,862+411.5% |
| Participant deferral / active EE | $6,567 | $3,210+104.6% | $3,976+65.2% | $2,980+120.4% |
| Admin fee / account holder | $24 | $1,415-98.3% | $6,100-99.6% | $3,703-99.4% |