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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $916 |
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 | $51,965 | $46,332+12.2% | $143,799-63.9% | $64,819-19.8% |
| Participation rate | 84.7% | 64.2%+20.5pp | 80.3%+4.4pp | 71.5%+13.3pp |
| Annual return | -9.01% | -10.05%+1.0pp | -0.04%-9.0pp | 32.84%-41.9pp |
| Employer contribution / active EE | $4,930 | $1,911+158.0% | $4,952-0.4% | $2,507+96.7% |
| Participant deferral / active EE | $11,117 | $2,647+319.9% | $5,638+97.2% | $4,311+157.9% |
| Admin fee / account holder | $13 | $154-91.5% | $14,677-99.9% | $188-93.0% |