Filed December 3, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $36,591 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,539 | $102,385-78.0% | $147,080-84.7% | $80,935-72.2% |
| Participation rate | 62.8% | 75.9%-13.0pp | 82.2%-19.4pp | 67.7%-4.8pp |
| Annual return | 14.20% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $1,398 | $3,717-62.4% | $4,933-71.7% | $2,757-49.3% |
| Participant deferral / active EE | $5,882 | $6,651-11.6% | $8,066-27.1% | $4,299+36.8% |
| Admin fee / account holder | $164 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |