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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 | $45,022-65.3% | $85,126-81.6% | $77,714-79.9% |
| Participation rate | 86.0% | 48.7%+37.3pp | 67.5%+18.5pp | 70.6%+15.4pp |
| Annual return | 8.90% | 79.38%-70.5pp | 66.63%-57.7pp | 31.26%-22.4pp |
| Employer contribution / active EE | $996 | $1,610-38.2% | $2,731-63.5% | $2,727-63.5% |
| Participant deferral / active EE | $3,228 | $2,811+14.9% | $4,523-28.6% | $4,649-30.6% |
| Admin fee / account holder | $129 | $913-85.9% | $6,160-97.9% | $433-70.2% |