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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 | $50,820-33.8% | $155,567-78.4% | $77,671-56.7% |
| Participation rate | 29.2% | 63.1%-33.9pp | 78.2%-48.9pp | 70.6%-41.3pp |
| Annual return | 11.15% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $45 | $1,993-97.7% | $4,674-99.0% | $2,726-98.4% |
| Participant deferral / active EE | $1,664 | $2,823-41.1% | $5,628-70.4% | $4,648-64.2% |
| Admin fee / account holder | $321 | $436-26.4% | $15,916-98.0% | $430-25.4% |