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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $2,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,515 | $65,960-93.2% | $81,882-94.5% | $77,762-94.2% |
| Participation rate | 56.5% | 65.8%-9.2pp | 72.4%-15.9pp | 70.6%-14.1pp |
| Annual return | 17.23% | 26.64%-9.4pp | 779.47%-762.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $368 | $2,375-84.5% | $2,916-87.4% | $2,728-86.5% |
| Participant deferral / active EE | $948 | $3,505-73.0% | $4,323-78.1% | $4,651-79.6% |
| Admin fee / account holder | $29 | $526-94.5% | $7,360-99.6% | $433-93.3% |