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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $22,192 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $7,097 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,456 | $91,439-21.9% | $135,974-47.4% | $71,511-0.1% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 19.86% | 29.90%-10.0pp | 68.30%-48.4pp | 28.86%-9.0pp |
| Employer contribution / active EE | $1,193 | $3,705-67.8% | $4,859-75.4% | $2,589-53.9% |
| Participant deferral / active EE | $4,752 | $7,093-33.0% | $7,760-38.8% | $4,291+10.7% |
| Admin fee / account holder | $171 | $1,267-86.5% | $10,767-98.4% | $1,588-89.2% |