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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $52,257 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,765 |
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 | $20,445 | $86,897-76.5% | $151,628-86.5% | $64,814-68.5% |
| Participation rate | 88.7% | 87.3%+1.4pp | 87.5%+1.2pp | 71.5%+17.2pp |
| Annual return | -11.93% | -3.57%-8.4pp | 3.34%-15.3pp | 32.84%-44.8pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $6,165-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,377 | $6,690-4.7% | $8,363-23.7% | $4,310+48.0% |
| Admin fee / account holder | $60 | $153-61.1% | $11,613-99.5% | $188-68.3% |