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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $15,437 |
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 | $17,363 | $31,741-45.3% | $56,025-69.0% | $200,096-91.3% |
| Participation rate | 5.2% | 32.3%-27.1pp | 52.5%-47.3pp | 72.0%-66.8pp |
| Annual return | 14.48% | 14.72%-0.2pp | 1712.69%-1698.2pp | 34.26%-19.8pp |
| Employer contribution / active EE | $99 | $508-80.5% | $1,042-90.5% | $3,038-96.7% |
| Participant deferral / active EE | $182 | $1,184-84.6% | $1,955-90.7% | $5,090-96.4% |
| Admin fee / account holder | $135 | $426-68.4% | $2,828-95.2% | $269-50.0% |