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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 | $89,093-49.8% | $102,434-56.4% | $77,736-42.5% |
| Participation rate | 87.3% | 80.9%+6.3pp | 76.5%+10.7pp | 70.6%+16.7pp |
| Annual return | 16.36% | 25.03%-8.7pp | 29.46%-13.1pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,226 | $2,699-54.6% | $3,023-59.5% | $2,728-55.1% |
| Participant deferral / active EE | $3,849 | $5,147-25.2% | $5,055-23.8% | $4,651-17.2% |
| Admin fee / account holder | $111 | $236-53.1% | $9,462-98.8% | $433-74.5% |