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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES,LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $78,935 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $34,222 | $129,227-73.5% | $184,256-81.4% | $77,762-56.0% |
| Participation rate | 90.7% | 87.4%+3.3pp | 86.8%+3.9pp | 70.6%+20.1pp |
| Annual return | 18.74% | 33.24%-14.5pp | 28.85%-10.1pp | 31.27%-12.5pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $7,432 | $7,307+1.7% | $9,133-18.6% | $4,651+59.8% |
| Admin fee / account holder | $86 | $256-66.4% | $13,899-99.4% | $433-80.1% |