Filed July 29, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770086 | Recordkeeping Fees | $64,936 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,970 | $120,057-15.9% | $75,728+33.3% | $93,010+8.6% |
| Participation rate | 75.5% | 77.3%-1.8pp | 74.8%+0.6pp | 73.9%+1.6pp |
| Annual return | 30.06% | 19.62%+10.4pp | 104.66%-74.6pp | 158.70%-128.6pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,743-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $4,191 | $4,089+2.5% | $3,820+9.7% | $4,561-8.1% |
| Admin fee / account holder | $1 | $81-99.3% | $3,620-100.0% | $152-99.6% |