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 | $1,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,818 | $51,223+9.0% | $82,763-32.6% | $66,949-16.6% |
| Participation rate | 34.2% | 67.9%-33.7pp | 72.6%-38.4pp | 69.8%-35.6pp |
| Annual return | -14.83% | -9.85%-5.0pp | 702.45%-717.3pp | 1.57%-16.4pp |
| Employer contribution / active EE | $625 | $2,611-76.1% | $3,008-79.2% | $2,545-75.5% |
| Participant deferral / active EE | $2,010 | $3,460-41.9% | $4,395-54.3% | $4,239-52.6% |
| Admin fee / account holder | $20 | $415-95.2% | $5,325-99.6% | $594-96.6% |