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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 | $125,184-41.8% | $105,607-31.0% | $145,884-50.1% |
| Participation rate | 94.1% | 77.6%+16.5pp | 75.3%+18.8pp | 80.3%+13.8pp |
| Annual return | 13.99% | 225.00%-211.0pp | 116.11%-102.1pp | 551.85%-537.9pp |
| Employer contribution / active EE | $46,025 | $3,720+1137.3% | $3,167+1353.3% | $4,662+887.2% |
| Participant deferral / active EE | $96,879 | $5,714+1595.5% | $5,011+1833.2% | $6,690+1348.2% |
| Admin fee / account holder | $312 | $17,133-98.2% | $10,958-97.2% | $13,392-97.7% |