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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,694 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,008 |
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 | $16,744 | $82,163-79.6% | $125,363-86.6% | $64,814-74.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | 101.82% | 3.49%+98.3pp | 572.15%-470.3pp | 32.84%+69.0pp |
| Employer contribution / active EE | $4,347 | $3,616+20.2% | $4,815-9.7% | $2,507+73.4% |
| Participant deferral / active EE | $7,742 | $7,175+7.9% | $7,447+4.0% | $4,310+79.6% |
| Admin fee / account holder | $43 | $163-73.9% | $10,005-99.6% | $188-77.3% |