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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $10,566 |
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 | $69,500 | $50,820+36.8% | $155,567-55.3% | $77,671-10.5% |
| Participation rate | 89.5% | 63.1%+26.3pp | 78.2%+11.3pp | 70.6%+18.9pp |
| Annual return | 21.93% | 34.85%-12.9pp | 64.74%-42.8pp | 31.21%-9.3pp |
| Employer contribution / active EE | $5,993 | $1,993+200.8% | $4,674+28.2% | $2,726+119.8% |
| Participant deferral / active EE | $14,013 | $2,823+396.4% | $5,628+149.0% | $4,648+201.5% |
| Admin fee / account holder | $23 | $436-94.8% | $15,916-99.9% | $430-94.7% |