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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 | $30,421-42.1% | $56,077-68.6% | $74,429-76.3% |
| Participation rate | 83.6% | 32.9%+50.7pp | 52.5%+31.1pp | 67.2%+16.4pp |
| Annual return | 12.02% | 24.94%-12.9pp | 1709.28%-1697.3pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $738 | $610+21.1% | $1,040-29.0% | $2,625-71.9% |
| Participant deferral / active EE | $2,490 | $1,175+111.9% | $1,954+27.4% | $4,348-42.7% |
| Admin fee / account holder | $8 | $2,363-99.6% | $2,825-99.7% | $1,944-99.6% |