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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $29,046 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,599 |
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 | $16,169 | $40,435-60.0% | $80,627-79.9% | $74,460-78.3% |
| Participation rate | 96.7% | 47.4%+49.3pp | 67.0%+29.7pp | 70.7%+26.0pp |
| Annual return | 17.91% | 165.19%-147.3pp | 936.76%-918.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,251 | $1,498-16.5% | $2,723-54.1% | $2,638-52.6% |
| Participant deferral / active EE | $3,067 | $2,673+14.8% | $4,443-31.0% | $4,530-32.3% |
| Admin fee / account holder | $107 | $721-85.1% | $5,381-98.0% | $348-69.2% |