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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 33 100 CROSBY PKWY KC1J · CONVIGTON, KY 41015 | Securities brokerage | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,972 | $46,360-26.7% | $147,617-77.0% | $52,331-35.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.75% | 1.62%-4.4pp | 61.98%-64.7pp | 4.54%-7.3pp |
| Employer contribution / active EE | $957 | $2,126-55.0% | $5,564-82.8% | $1,882-49.1% |
| Participant deferral / active EE | $2,699 | $2,258+19.6% | $4,895-44.9% | $3,022-10.7% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |