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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $12,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,463 | $42,367-39.9% | $79,580-68.0% | $64,819-60.7% |
| Participation rate | 20.3% | 64.7%-44.4pp | 69.5%-49.2pp | 71.5%-51.1pp |
| Annual return | -13.52% | -12.23%-1.3pp | 0.15%-13.7pp | 32.84%-46.4pp |
| Employer contribution / active EE | $609 | $1,181-48.4% | $2,413-74.8% | $2,507-75.7% |
| Participant deferral / active EE | $918 | $3,170-71.1% | $3,985-77.0% | $4,311-78.7% |
| Admin fee / account holder | $151 | $160-5.6% | $6,835-97.8% | $188-19.8% |