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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,449 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,230 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,971 | $140,800-43.9% | $89,340-11.6% | $79,634-0.8% |
| Participation rate | 97.4% | 61.9%+35.5pp | 69.6%+27.9pp | 62.5%+35.0pp |
| Annual return | 16.39% | 17.84%-1.5pp | 20.57%-4.2pp | 36.46%-20.1pp |
| Employer contribution / active EE | $1,319 | $2,021-34.7% | $2,231-40.9% | $2,529-47.9% |
| Participant deferral / active EE | $4,363 | $3,219+35.6% | $3,823+14.1% | $3,835+13.8% |
| Admin fee / account holder | $59 | $1,610-96.3% | $6,704-99.1% | $1,002-94.1% |