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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $30,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,025 | $54,193+51.4% | $93,669-12.4% | $77,714+5.5% |
| Participation rate | 50.0% | 63.9%-13.9pp | 68.7%-18.7pp | 70.6%-20.6pp |
| Annual return | 17.75% | 30.54%-12.8pp | 133.59%-115.8pp | 31.26%-13.5pp |
| Employer contribution / active EE | $1,202 | $1,168+2.9% | $2,424-50.4% | $2,727-55.9% |
| Participant deferral / active EE | $2,862 | $3,144-9.0% | $4,416-35.2% | $4,649-38.4% |
| Admin fee / account holder | $205 | $576-64.4% | $8,291-97.5% | $433-52.7% |