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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $872 | $84,482-99.0% | $125,363-99.3% | $66,930-98.7% |
| Participation rate | 15.6% | 76.4%-60.8pp | 82.4%-66.8pp | 69.8%-54.2pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.15%-572.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $137 | $6,782-98.0% | $7,447-98.2% | $4,238-96.8% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |