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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$22,641 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,199 | $101,653+169.7% | $147,080+86.4% | $74,459+268.3% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 13.59% | 8754.98%-8741.4pp | 420.17%-406.6pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,067 | $7,304+24.1% | $8,066+12.4% | $4,350+108.4% |
| Admin fee / account holder | -$138 | $1,752-107.9% | $12,989-101.1% | $1,945-107.1% |