Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,225,916 |
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 | $153,462 | $138,331+10.9% | $86,717+77.0% | $89,433+71.6% |
| Participation rate | 96.1% | 88.9%+7.2pp | 76.6%+19.5pp | 71.3%+24.8pp |
| Annual return | -14.34% | -11.72%-2.6pp | 35.97%-50.3pp | -11.88%-2.5pp |
| Employer contribution / active EE | $7,187 | $4,812+49.4% | $2,837+153.3% | $3,021+137.9% |
| Participant deferral / active EE | $10,376 | $8,027+29.3% | $4,657+122.8% | $5,125+102.5% |
| Admin fee / account holder | $14 | $64-78.5% | $7,494-99.8% | $79-82.6% |