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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $105,044 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ FINANCIAL SERVICES LLC Service code 27 · EIN 47-0828178 | Advisory (Plan) | $48,995 |
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 | $19,892 | $53,216-62.6% | $155,534-87.2% | $199,960-90.1% |
| Participation rate | 48.2% | 64.1%-15.9pp | 78.2%-30.0pp | 72.0%-23.8pp |
| Annual return | 24.88% | 41.18%-16.3pp | 64.92%-40.0pp | 34.28%-9.4pp |
| Employer contribution / active EE | $2,007 | $1,848+8.6% | $4,675-57.1% | $3,036-33.9% |
| Participant deferral / active EE | $3,506 | $3,164+10.8% | $5,630-37.7% | $5,087-31.1% |
| Admin fee / account holder | $115 | $186-38.2% | $15,900-99.3% | $269-57.4% |