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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INTNL OPRTN CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $22,276 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $5,934 |
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 | $46,505 | $53,199-12.6% | $155,567-70.1% | $199,768-76.7% |
| Participation rate | 75.8% | 64.1%+11.6pp | 78.2%-2.4pp | 72.0%+3.8pp |
| Annual return | 14.83% | 41.17%-26.3pp | 64.74%-49.9pp | 34.26%-19.4pp |
| Employer contribution / active EE | $2,383 | $1,852+28.6% | $4,674-49.0% | $3,037-21.5% |
| Participant deferral / active EE | $3,780 | $3,163+19.5% | $5,628-32.8% | $5,090-25.7% |
| Admin fee / account holder | $21 | $186-88.8% | $15,916-99.9% | $269-92.3% |