Filed April 11, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OPER Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,894 | $50,637+18.3% | $86,582-30.8% | $62,293-3.9% |
| Participation rate | 24.4% | 67.9%-43.5pp | 73.5%-49.1pp | 69.5%-45.1pp |
| Annual return | 15.17% | 20.80%-5.6pp | 965.08%-949.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $424 | $2,075-79.6% | $2,839-85.1% | $2,042-79.3% |
| Participant deferral / active EE | $1,228 | $2,611-53.0% | $3,609-66.0% | $3,169-61.2% |
| Admin fee / account holder | $21 | $413-94.9% | $4,904-99.6% | $479-95.6% |