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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $25,407 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,429 | $67,512-20.9% | $185,854-71.3% | $93,010-42.6% |
| Participation rate | 94.2% | 67.1%+27.0pp | 81.7%+12.4pp | 73.9%+20.3pp |
| Annual return | 49.63% | 21.04%+28.6pp | 122.12%-72.5pp | 158.70%-109.1pp |
| Employer contribution / active EE | $3,160 | $1,783+77.2% | $5,169-38.9% | $2,705+16.8% |
| Participant deferral / active EE | $9,497 | $3,035+212.9% | $5,569+70.5% | $4,561+108.2% |
| Admin fee / account holder | $31 | $318-90.3% | $16,246-99.8% | $152-79.7% |