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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$29,014 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,610 | $89,465-59.1% | $165,100-77.8% | $77,762-52.9% |
| Participation rate | 88.1% | 78.6%+9.5pp | 78.6%+9.5pp | 70.6%+17.5pp |
| Annual return | 20.38% | 28.86%-8.5pp | 70.21%-49.8pp | 31.27%-10.9pp |
| Employer contribution / active EE | $2,783 | $2,565+8.5% | $4,348-36.0% | $2,728+2.0% |
| Participant deferral / active EE | $5,452 | $4,904+11.2% | $6,035-9.7% | $4,651+17.2% |
| Admin fee / account holder | -$54 | $340-115.9% | $12,696-100.4% | $433-112.5% |