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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,195 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,685 | $138,393-55.4% | $184,256-66.5% | $80,959-23.8% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.7%+30.3pp |
| Annual return | 18.96% | 20.01%-1.1pp | 28.85%-9.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $5,086 | $4,847+4.9% | $6,427-20.9% | $2,757+84.5% |
| Participant deferral / active EE | $13,033 | $7,076+84.2% | $9,133+42.7% | $4,300+203.1% |
| Admin fee / account holder | $59 | $10,489-99.4% | $13,899-99.6% | $6,925-99.1% |