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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $12,136 |
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 | $64,737 | $47,163+37.3% | $149,696-56.8% | $74,460-13.1% |
| Participation rate | 87.3% | 63.4%+23.8pp | 78.8%+8.5pp | 70.7%+16.5pp |
| Annual return | 24.74% | 22.75%+2.0pp | 134.46%-109.7pp | 34.38%-9.6pp |
| Employer contribution / active EE | $4,960 | $1,907+160.1% | $4,821+2.9% | $2,638+88.0% |
| Participant deferral / active EE | $12,611 | $2,730+361.9% | $5,682+122.0% | $4,530+178.4% |
| Admin fee / account holder | $34 | $343-90.2% | $13,212-99.7% | $348-90.4% |