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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$6,135 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,007 | $82,678-26.2% | $125,391-51.3% | $68,490-10.9% |
| Participation rate | 85.2% | 75.1%+10.2pp | 82.4%+2.9pp | 67.9%+17.3pp |
| Annual return | -19.65% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $7,644 | $3,382+126.0% | $4,816+58.7% | $2,597+194.4% |
| Participant deferral / active EE | $13,073 | $6,111+113.9% | $7,448+75.5% | $4,028+224.6% |
| Admin fee / account holder | -$13 | $6,277-100.2% | $10,009-100.1% | $5,403-100.2% |