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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 100 CROSBY PARKWAY · COVINGTON, KY 41015 | Investment Management | $0 |
Service code 15 PO BOX 9023794 · SAN JUAN, PR 00902 | Recordkeeping | $0 |
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 | $78,282 | $91,439-14.4% | $135,974-42.4% | $71,511+9.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.13% | 29.90%-12.8pp | 68.30%-51.2pp | 28.86%-11.7pp |
| Employer contribution / active EE | $2,820 | $3,705-23.9% | $4,859-42.0% | $2,589+8.9% |
| Participant deferral / active EE | $4,037 | $7,093-43.1% | $7,760-48.0% | $4,291-5.9% |
| Admin fee / account holder | $19 | $1,267-98.5% | $10,767-99.8% | $1,588-98.8% |