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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $94,566 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $46,297 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $24,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,468 | $106,264-66.6% | $147,117-75.9% | $77,762-54.4% |
| Participation rate | 90.4% | 78.4%+11.9pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 16.00% | 56.94%-40.9pp | 420.54%-404.5pp | 31.27%-15.3pp |
| Employer contribution / active EE | $26 | $4,074-99.4% | $4,932-99.5% | $2,728-99.0% |
| Participant deferral / active EE | $9,594 | $8,003+19.9% | $8,065+19.0% | $4,651+106.3% |
| Admin fee / account holder | $122 | $334-63.5% | $12,993-99.1% | $433-71.8% |