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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $3,103 |
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 | $18,791 | $27,800-32.4% | $58,561-67.9% | $71,511-73.7% |
| Participation rate | 80.2% | 34.6%+45.6pp | 50.9%+29.3pp | 67.9%+12.3pp |
| Annual return | 31.60% | 26.80%+4.8pp | 4251.33%-4219.7pp | 28.86%+2.7pp |
| Employer contribution / active EE | $882 | $632+39.7% | $1,053-16.2% | $2,589-65.9% |
| Participant deferral / active EE | $2,974 | $1,208+146.2% | $1,923+54.6% | $4,291-30.7% |
| Admin fee / account holder | $20 | $1,637-98.8% | $2,520-99.2% | $1,588-98.7% |