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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,666 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,822 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,221 | $54,213-9.2% | $93,696-47.5% | $77,736-36.7% |
| Participation rate | 12.9% | 64.0%-51.1pp | 68.7%-55.9pp | 70.6%-57.7pp |
| Annual return | 14.88% | 30.55%-15.7pp | 133.74%-118.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $344 | $1,168-70.5% | $2,422-85.8% | $2,728-87.4% |
| Participant deferral / active EE | $679 | $3,145-78.4% | $4,417-84.6% | $4,651-85.4% |
| Admin fee / account holder | $264 | $575-54.2% | $8,287-96.8% | $433-39.2% |