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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $36,827 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $34,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,957 | $101,672-24.3% | $147,117-47.7% | $74,478+3.3% |
| Participation rate | 86.5% | 75.5%+10.9pp | 82.2%+4.3pp | 67.2%+19.3pp |
| Annual return | 12.59% | 8757.83%-8745.2pp | 420.54%-408.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,197 | $3,813-68.6% | $4,932-75.7% | $2,626-54.4% |
| Participant deferral / active EE | $4,714 | $7,305-35.5% | $8,065-41.5% | $4,350+8.4% |
| Admin fee / account holder | $354 | $1,753-79.8% | $12,993-97.3% | $1,946-81.8% |