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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $45,149 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,897 | $102,382-56.1% | $147,005-69.5% | $80,874-44.5% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 14.23% | 134.89%-120.7pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,460 | $3,715-6.9% | $4,934-29.9% | $2,756+25.6% |
| Participant deferral / active EE | $7,958 | $6,646+19.7% | $8,070-1.4% | $4,297+85.2% |
| Admin fee / account holder | $301 | $7,942-96.2% | $13,006-97.7% | $6,935-95.7% |