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| Provider | Service type | Compensation |
|---|---|---|
VISION ASSET MANAGEMENT5 years Service code 27 · EIN 45-5104591 | Advisory (Plan) | $71,689 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,707 | $160,040-67.1% | $147,096-64.2% | $145,877-63.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.56% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $111,484 | $5,289+2007.7% | $4,936+2158.6% | $4,663+2290.8% |
| Participant deferral / active EE | $248,239 | $8,429+2845.1% | $8,071+2975.7% | $6,691+3610.3% |
| Admin fee / account holder | $5,174 | $15,050-65.6% | $13,005-60.2% | $13,402-61.4% |