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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $67,364 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $65,215 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,991 | $95,438-68.6% | $135,982-77.9% | $74,473-59.7% |
| Participation rate | 95.5% | 78.2%+17.2pp | 81.9%+13.5pp | 70.7%+24.7pp |
| Annual return | 22.71% | 32.61%-9.9pp | 68.32%-45.6pp | 34.36%-11.7pp |
| Employer contribution / active EE | $4 | $3,878-99.9% | $4,859-99.9% | $2,638-99.9% |
| Participant deferral / active EE | $8,496 | $7,790+9.1% | $7,760+9.5% | $4,530+87.5% |
| Admin fee / account holder | $102 | $259-60.8% | $10,767-99.1% | $347-70.7% |