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 | $65,072+230.6% | $66,439+223.8% | $65,306+229.5% |
| Participation rate | 98.7% | 69.1%+29.6pp | 74.5%+24.2pp | 57.7%+41.0pp |
| Annual return | 13.75% | 21.50%-7.7pp | 757.66%-743.9pp | 21.94%-8.2pp |
| Employer contribution / active EE | $9,523 | $2,475+284.7% | $2,637+261.2% | $1,967+384.1% |
| Participant deferral / active EE | $6,567 | $3,234+103.1% | $3,876+69.4% | $2,959+121.9% |
| Admin fee / account holder | $24 | $1,323-98.2% | $6,173-99.6% | $3,480-99.3% |