Filed December 3, 2018
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| 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 | $102,393-78.0% | $147,041-84.7% | $80,911-72.1% |
| Participation rate | 62.8% | 75.9%-13.0pp | 82.2%-19.3pp | 67.6%-4.8pp |
| Annual return | 14.20% | 134.95%-120.8pp | 419.21%-405.0pp | 35.63%-21.4pp |
| Employer contribution / active EE | $1,398 | $3,715-62.4% | $4,935-71.7% | $2,756-49.3% |
| Participant deferral / active EE | $5,882 | $6,647-11.5% | $8,071-27.1% | $4,297+36.9% |
| Admin fee / account holder | $164 | $7,943-97.9% | $13,006-98.7% | $6,935-97.6% |