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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $38,401 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,589 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,638 | $45,109-65.3% | $85,240-81.7% | $77,762-79.9% |
| Participation rate | 86.0% | 48.7%+37.3pp | 67.5%+18.5pp | 70.6%+15.4pp |
| Annual return | 8.90% | 79.55%-70.7pp | 66.75%-57.9pp | 31.27%-22.4pp |
| Employer contribution / active EE | $996 | $1,602-37.8% | $2,735-63.6% | $2,728-63.5% |
| Participant deferral / active EE | $3,228 | $2,814+14.7% | $4,527-28.7% | $4,651-30.6% |
| Admin fee / account holder | $129 | $915-85.9% | $6,165-97.9% | $433-70.2% |