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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 | $102,422-56.2% | $147,117-69.5% | $80,959-44.5% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 14.23% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $3,460 | $3,717-6.9% | $4,932-29.9% | $2,757+25.5% |
| Participant deferral / active EE | $7,958 | $6,652+19.6% | $8,065-1.3% | $4,300+85.1% |
| Admin fee / account holder | $301 | $7,953-96.2% | $12,993-97.7% | $6,925-95.7% |