Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,591 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,820 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,934 | $56,503-34.6% | $70,098-47.3% | $64,814-43.0% |
| Participation rate | 95.0% | 70.5%+24.5pp | 70.5%+24.5pp | 71.5%+23.5pp |
| Annual return | -17.60% | -13.44%-4.2pp | 190.76%-208.4pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,044 | $2,046-49.0% | $2,560-59.2% | $2,507-58.4% |
| Participant deferral / active EE | $3,282 | $3,389-3.2% | $3,849-14.7% | $4,310-23.9% |
| Admin fee / account holder | $41 | $160-74.2% | $6,266-99.3% | $188-78.0% |