Filed February 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $41,990 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,120 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,077 | $129,021-37.9% | $184,203-56.5% | $77,643+3.1% |
| Participation rate | 91.2% | 87.3%+3.9pp | 86.8%+4.4pp | 70.6%+20.6pp |
| Annual return | 14.64% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $4,023 | $4,413-8.8% | $6,427-37.4% | $2,726+47.6% |
| Participant deferral / active EE | $5,995 | $7,297-17.8% | $9,131-34.3% | $4,647+29.0% |
| Admin fee / account holder | $129 | $254-49.2% | $13,901-99.1% | $430-70.0% |