Filed March 7, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $35,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,210 | $37,213+40.3% | $156,551-66.7% | $63,975-18.4% |
| Participation rate | 31.7% | 65.0%-33.3pp | 84.0%-52.3pp | 71.1%-39.4pp |
| Annual return | 14.71% | 47.89%-33.2pp | 32.23%-17.5pp | 48.65%-33.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,164 | $2,070+4.5% | $4,871-55.6% | $3,356-35.5% |
| Admin fee / account holder | $79 | $56+40.4% | $13,028-99.4% | $70+12.2% |