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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $87,383 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,411 | $120,450-79.7% | $159,474-84.7% | $93,010-73.8% |
| Participation rate | 47.8% | 78.0%-30.2pp | 82.8%-35.1pp | 73.9%-26.1pp |
| Annual return | 24.71% | 27.11%-2.4pp | 263.68%-239.0pp | 158.70%-134.0pp |
| Employer contribution / active EE | $1,513 | $3,526-57.1% | $4,831-68.7% | $2,705-44.1% |
| Participant deferral / active EE | $3,157 | $7,283-56.7% | $7,353-57.1% | $4,561-30.8% |
| Admin fee / account holder | $81 | $137-40.6% | $10,802-99.2% | $152-46.5% |