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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $23,866 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,656 |
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 | $73,534 | $106,247-30.8% | $147,096-50.0% | $77,714-5.4% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 18.94% | 56.87%-37.9pp | 419.75%-400.8pp | 31.26%-12.3pp |
| Employer contribution / active EE | $3,548 | $4,069-12.8% | $4,936-28.1% | $2,727+30.1% |
| Participant deferral / active EE | $16,221 | $7,996+102.9% | $8,071+101.0% | $4,649+248.9% |
| Admin fee / account holder | $42 | $338-87.5% | $13,005-99.7% | $433-90.2% |