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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $21,733 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,227 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,154 | $95,388-77.8% | $125,391-83.1% | $77,906-72.8% |
| Participation rate | 95.8% | 78.6%+17.2pp | 82.4%+13.4pp | 73.7%+22.1pp |
| Annual return | 0.00% | 116.19%-116.2pp | 572.41%-572.4pp | 12.16%-12.2pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,071 | $7,711-60.2% | $7,448-58.8% | $4,805-36.1% |
| Admin fee / account holder | $27 | $119-77.2% | $10,009-99.7% | $133-79.5% |