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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 | $106,264-30.8% | $147,117-50.0% | $77,762-5.4% |
| Participation rate | 97.3% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 18.94% | 56.94%-38.0pp | 420.54%-401.6pp | 31.27%-12.3pp |
| Employer contribution / active EE | $3,548 | $4,074-12.9% | $4,932-28.1% | $2,728+30.0% |
| Participant deferral / active EE | $16,221 | $8,003+102.7% | $8,065+101.1% | $4,651+248.8% |
| Admin fee / account holder | $42 | $334-87.3% | $12,993-99.7% | $433-90.2% |