Filed February 25, 2019
Total covered: 138 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVSMTS INST. OP. COMP LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $275 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,798 | $64,311-95.6% | $110,243-97.5% | $75,289-96.3% |
| Participation rate | 74.9% | 79.3%-4.4pp | 79.8%-4.9pp | 72.4%+2.5pp |
| Annual return | 0.00% | -1.74%+1.7pp | 314.76%-314.8pp | -0.04%0pp |
| Employer contribution / active EE | $4 | $2,404-99.8% | $3,827-99.9% | $2,405-99.8% |
| Participant deferral / active EE | $969 | $3,892-75.1% | $4,672-79.3% | $3,739-74.1% |
| Admin fee / account holder | $0 | $88-99.9% | $8,548-100.0% | $102-99.9% |