Filed April 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,481 | $106,230-32.7% | $147,080-51.4% | $77,736-8.0% |
| Participation rate | 89.5% | 78.4%+11.1pp | 82.2%+7.3pp | 70.6%+18.9pp |
| Annual return | 36.58% | 56.91%-20.3pp | 420.17%-383.6pp | 31.26%+5.3pp |
| Employer contribution / active EE | $1,756 | $4,072-56.9% | $4,933-64.4% | $2,728-35.6% |
| Participant deferral / active EE | $14,751 | $8,001+84.4% | $8,066+82.9% | $4,651+217.2% |
| Admin fee / account holder | $74 | $338-78.0% | $12,989-99.4% | $433-82.9% |