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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 | $138,385-55.4% | $184,200-66.5% | $80,874-23.7% |
| Participation rate | 98.0% | 83.9%+14.1pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 18.96% | 20.02%-1.1pp | 28.80%-9.8pp | 35.62%-16.7pp |
| Employer contribution / active EE | $5,086 | $4,849+4.9% | $6,424-20.8% | $2,756+84.6% |
| Participant deferral / active EE | $13,033 | $7,073+84.3% | $9,132+42.7% | $4,297+203.3% |
| Admin fee / account holder | $59 | $10,483-99.4% | $13,907-99.6% | $6,935-99.1% |