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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $56,819 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,825 | $125,237-41.9% | $105,608-31.0% | $145,877-50.1% |
| Participation rate | 94.1% | 77.7%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 13.99% | 225.76%-211.8pp | 116.50%-102.5pp | 551.28%-537.3pp |
| Employer contribution / active EE | $46,025 | $3,720+1137.1% | $3,167+1353.3% | $4,663+887.0% |
| Participant deferral / active EE | $96,879 | $5,711+1596.5% | $5,010+1833.9% | $6,691+1348.0% |
| Admin fee / account holder | $312 | $17,287-98.2% | $11,028-97.2% | $13,402-97.7% |