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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 | $45,022-39.5% | $85,126-68.0% | $77,714-65.0% |
| Participation rate | 80.7% | 48.7%+32.0pp | 67.5%+13.2pp | 70.6%+10.1pp |
| Annual return | 41.74% | 79.38%-37.6pp | 66.63%-24.9pp | 31.26%+10.5pp |
| Employer contribution / active EE | $5 | $1,610-99.7% | $2,731-99.8% | $2,727-99.8% |
| Participant deferral / active EE | $6,397 | $2,811+127.6% | $4,523+41.4% | $4,649+37.6% |
| Admin fee / account holder | $13 | $913-98.6% | $6,160-99.8% | $433-97.1% |