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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $4,219 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,941 | $40,435-43.3% | $80,627-71.5% | $74,460-69.2% |
| Participation rate | 90.6% | 47.4%+43.2pp | 67.0%+23.5pp | 70.7%+19.8pp |
| Annual return | 25.79% | 165.19%-139.4pp | 936.76%-911.0pp | 34.38%-8.6pp |
| Employer contribution / active EE | $3 | $1,498-99.8% | $2,723-99.9% | $2,638-99.9% |
| Participant deferral / active EE | $7,069 | $2,673+164.5% | $4,443+59.1% | $4,530+56.1% |
| Admin fee / account holder | $9 | $721-98.7% | $5,381-99.8% | $348-97.3% |