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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,932 | $31,741+10.1% | $56,025-37.7% | $200,096-82.5% |
| Participation rate | 8.1% | 32.3%-24.2pp | 52.5%-44.4pp | 72.0%-63.9pp |
| Annual return | 14.43% | 14.72%-0.3pp | 1712.69%-1698.3pp | 34.26%-19.8pp |
| Employer contribution / active EE | $48 | $508-90.6% | $1,042-95.4% | $3,038-98.4% |
| Participant deferral / active EE | $332 | $1,184-72.0% | $1,955-83.0% | $5,090-93.5% |
| Admin fee / account holder | $16 | $426-96.3% | $2,828-99.4% | $269-94.1% |