Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $28,025 |
Service code 27 1300 DIVISION RD STE 203 · WEST WARWICK, RI 02893 | Advisory (Plan) | $22,926 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,579 | $61,391+133.9% | $149,723-4.1% | $71,529+100.7% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.1pp | 67.9%+26.0pp |
| Annual return | 15.55% | 35.88%-20.3pp | 134.50%-118.9pp | 28.97%-13.4pp |
| Employer contribution / active EE | $3,282 | $2,384+37.7% | $4,821-31.9% | $2,590+26.7% |
| Participant deferral / active EE | $6,476 | $2,921+121.7% | $5,682+14.0% | $4,291+50.9% |
| Admin fee / account holder | $340 | $1,264-73.1% | $13,215-97.4% | $1,588-78.6% |