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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,182 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $13,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,433 | $54,717-29.8% | $86,209-55.4% | $71,495-46.2% |
| Participation rate | 58.3% | 60.1%-1.8pp | 69.0%-10.7pp | 67.9%-9.7pp |
| Annual return | 5.79% | 20.07%-14.3pp | 1169.05%-1163.3pp | 28.85%-23.1pp |
| Employer contribution / active EE | $337 | $1,267-73.4% | $2,381-85.9% | $2,589-87.0% |
| Participant deferral / active EE | $2,444 | $3,110-21.4% | $3,986-38.7% | $4,291-43.0% |
| Admin fee / account holder | $256 | $1,922-86.7% | $6,853-96.3% | $1,588-83.9% |