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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 | $101,653+260.7% | $147,080+149.3% | $74,459+392.4% |
| Participation rate | 77.3% | 75.6%+1.7pp | 82.2%-4.9pp | 67.2%+10.1pp |
| Annual return | 18.94% | 8754.98%-8736.0pp | 420.17%-401.2pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,279 | $7,304+54.4% | $8,066+39.8% | $4,350+159.3% |
| Admin fee / account holder | $34 | $1,752-98.0% | $12,989-99.7% | $1,945-98.2% |