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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $13,295 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,574 | $318,460-77.2% | $197,124-63.2% | - |
| Participation rate | 84.3% | 81.2%+3.2pp | 86.7%-2.4pp | - |
| Annual return | 91.31% | 15.33%+76.0pp | 44.34%+47.0pp | - |
| Employer contribution / active EE | $4,101 | $3,599+13.9% | $6,227-34.2% | - |
| Participant deferral / active EE | $9,016 | $6,762+33.3% | $9,135-1.3% | - |
| Admin fee / account holder | $58 | $8,335-99.3% | $16,298-99.6% | - |