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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 | $50,860+36.6% | $155,574-55.3% | $77,714-10.6% |
| Participation rate | 89.5% | 63.1%+26.3pp | 78.2%+11.2pp | 70.6%+18.9pp |
| Annual return | 21.93% | 34.86%-12.9pp | 64.87%-42.9pp | 31.26%-9.3pp |
| Employer contribution / active EE | $5,993 | $1,991+201.1% | $4,676+28.2% | $2,727+119.8% |
| Participant deferral / active EE | $14,013 | $2,825+396.1% | $5,629+148.9% | $4,649+201.4% |
| Admin fee / account holder | $23 | $436-94.8% | $15,914-99.9% | $433-94.7% |