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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $3,167 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,663 | $101,672+260.6% | $147,117+149.2% | $74,478+392.3% |
| Participation rate | 77.3% | 75.5%+1.8pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 18.94% | 8757.83%-8738.9pp | 420.54%-401.6pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,279 | $7,305+54.4% | $8,065+39.9% | $4,350+159.3% |
| Admin fee / account holder | $34 | $1,753-98.0% | $12,993-99.7% | $1,946-98.2% |