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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $14,972 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,621 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,130 | $66,459-2.0% | $81,286-19.9% | $77,714-16.2% |
| Participation rate | 97.4% | 68.7%+28.7pp | 69.5%+27.8pp | 70.6%+26.8pp |
| Annual return | 17.23% | 15.95%+1.3pp | 24.80%-7.6pp | 31.26%-14.0pp |
| Employer contribution / active EE | $1,135 | $2,156-47.4% | $2,463-53.9% | $2,727-58.4% |
| Participant deferral / active EE | $3,958 | $3,674+7.7% | $3,883+1.9% | $4,649-14.9% |
| Admin fee / account holder | $46 | $585-92.2% | $5,764-99.2% | $433-89.4% |