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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $7,394 |
Employer contribution per participant 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 | $27,227 | $45,109-39.6% | $85,240-68.1% | $77,762-65.0% |
| Participation rate | 80.7% | 48.7%+32.0pp | 67.5%+13.2pp | 70.6%+10.1pp |
| Annual return | 41.74% | 79.55%-37.8pp | 66.75%-25.0pp | 31.27%+10.5pp |
| Employer contribution / active EE | $5 | $1,602-99.7% | $2,735-99.8% | $2,728-99.8% |
| Participant deferral / active EE | $6,397 | $2,814+127.4% | $4,527+41.3% | $4,651+37.5% |
| Admin fee / account holder | $13 | $915-98.6% | $6,165-99.8% | $433-97.1% |