Filed June 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
VISIONPOINT ADVISORY GROUP3 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $36,041 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,757 |
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 | $44,686 | $89,054-49.8% | $102,457-56.4% | $77,692-42.5% |
| Participation rate | 87.3% | 80.9%+6.3pp | 76.5%+10.8pp | 70.6%+16.7pp |
| Annual return | 16.36% | 25.02%-8.7pp | 29.41%-13.0pp | 31.25%-14.9pp |
| Employer contribution / active EE | $1,226 | $2,698-54.6% | $3,022-59.4% | $2,726-55.0% |
| Participant deferral / active EE | $3,849 | $5,146-25.2% | $5,054-23.8% | $4,648-17.2% |
| Admin fee / account holder | $111 | $236-53.0% | $9,451-98.8% | $431-74.3% |