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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $35,589 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $12,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,618 | $50,919-34.0% | $155,556-78.4% | $77,762-56.8% |
| Participation rate | 29.2% | 63.1%-33.8pp | 78.2%-49.0pp | 70.6%-41.3pp |
| Annual return | 11.15% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $45 | $1,991-97.7% | $4,675-99.0% | $2,728-98.4% |
| Participant deferral / active EE | $1,664 | $2,824-41.1% | $5,631-70.5% | $4,651-64.2% |
| Admin fee / account holder | $321 | $437-26.5% | $15,885-98.0% | $433-25.9% |