Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $14,460 |
Employer 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).
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 | $168,023 | $43,236+288.6% | $82,768+103.0% | $77,906+115.7% |
| Participation rate | 76.0% | 64.2%+11.8pp | 72.6%+3.4pp | 73.7%+2.3pp |
| Annual return | -16.71% | 2.40%-19.1pp | 702.70%-719.4pp | 12.16%-28.9pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $9,371 | $3,069+205.3% | $4,395+113.2% | $4,805+95.0% |
| Admin fee / account holder | $12 | $102-88.7% | $5,326-99.8% | $133-91.2% |