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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 64 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Recordkeeping Fees | $3,200 |
Service code 61 · EIN 13-5674085 100 N TRYON SUITE 3600 · CHARLOTTE, NC 28202 | Finders' fees / placement fees | $1,374 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL 0 Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,287 | $75,284-51.8% | $91,004-60.1% | $69,631-47.9% |
| Participation rate | 61.5% | 80.4%-18.9pp | 75.6%-14.1pp | 70.7%-9.2pp |
| Annual return | 21.01% | 48.40%-27.4pp | 4.60%+16.4pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $328 | $2,473-86.8% | $2,456-86.7% | $2,032-83.9% |
| Participant deferral / active EE | $1,395 | $3,700-62.3% | $3,548-60.7% | $3,224-56.7% |
| Admin fee / account holder | $10 | $111-91.3% | $5,417-99.8% | $110-91.3% |