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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $1,450 |
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 | $17,609 | $30,423-42.1% | $56,025-68.6% | $74,478-76.4% |
| Participation rate | 83.6% | 32.9%+50.7pp | 52.5%+31.1pp | 67.2%+16.4pp |
| Annual return | 12.02% | 24.97%-12.9pp | 1712.69%-1700.7pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $738 | $610+21.0% | $1,042-29.1% | $2,626-71.9% |
| Participant deferral / active EE | $2,490 | $1,176+111.7% | $1,955+27.4% | $4,350-42.8% |
| Admin fee / account holder | $8 | $2,363-99.6% | $2,828-99.7% | $1,946-99.6% |