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 | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,700 | $65,409-2.6% | $98,442-35.3% | $85,850-25.8% |
| Participation rate | 46.1% | 65.0%-18.9pp | 73.3%-27.3pp | 69.3%-23.2pp |
| Annual return | 10.09% | 21.76%-11.7pp | 1492.73%-1482.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $815 | $2,168-62.4% | $2,960-72.5% | $2,565-68.2% |
| Participant deferral / active EE | $2,968 | $3,166-6.3% | $4,276-30.6% | $3,952-24.9% |
| Admin fee / account holder | $20 | $4,593-99.6% | $5,949-99.7% | $6,260-99.7% |