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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $1,894 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,467 | $104,497-37.4% | $159,487-59.0% | $79,389-17.5% |
| Participation rate | 85.3% | 76.6%+8.6pp | 82.8%+2.4pp | 70.7%+14.6pp |
| Annual return | 20.84% | 67.98%-47.1pp | 263.71%-242.9pp | 116.89%-96.1pp |
| Employer contribution / active EE | $5,925 | $3,418+73.4% | $4,831+22.6% | $2,428+144.0% |
| Participant deferral / active EE | $8,887 | $6,468+37.4% | $7,354+20.9% | $4,046+119.7% |
| Admin fee / account holder | $16 | $711-97.8% | $10,804-99.9% | $626-97.5% |