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 | $64,705+232.5% | $62,929+241.9% | $67,986+216.5% |
| Participation rate | 98.7% | 65.6%+33.1pp | 73.1%+25.6pp | 57.2%+41.5pp |
| Annual return | 13.75% | 20.31%-6.6pp | 1063.93%-1050.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $9,523 | $2,376+300.8% | $2,505+280.2% | $2,019+371.7% |
| Participant deferral / active EE | $6,567 | $3,198+105.4% | $3,888+68.9% | $3,358+95.6% |
| Admin fee / account holder | $24 | $1,428-98.3% | $5,065-99.5% | $3,203-99.3% |