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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $10,115 |
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 | $49,146 | $121,341-59.5% | $189,545-74.1% | $79,389-38.1% |
| Participation rate | 92.9% | 86.1%+6.8pp | 87.8%+5.1pp | 70.7%+22.1pp |
| Annual return | 14.44% | 21.08%-6.6pp | 555.36%-540.9pp | 116.89%-102.4pp |
| Employer contribution / active EE | $2,826 | $3,915-27.8% | $6,162-54.1% | $2,428+16.4% |
| Participant deferral / active EE | $7,156 | $6,395+11.9% | $8,220-12.9% | $4,046+76.9% |
| Admin fee / account holder | $47 | $651-92.8% | $12,049-99.6% | $626-92.5% |