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 | $30,292 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,745 | $111,491-26.7% | $189,513-56.9% | $86,799-5.8% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.8%+9.5pp | 72.3%+25.0pp |
| Annual return | 0.00% | 83.50%-83.5pp | 555.15%-555.2pp | 97.91%-97.9pp |
| Employer contribution / active EE | $3,957 | $3,951+0.2% | $6,162-35.8% | $2,405+64.5% |
| Participant deferral / active EE | $5,695 | $6,437-11.5% | $8,221-30.7% | $4,131+37.9% |
| Admin fee / account holder | $104 | $189-44.8% | $12,045-99.1% | $170-38.6% |