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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | -$5,704 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,849 | $130,294-59.4% | $170,057-68.9% | $71,529-26.1% |
| Participation rate | 98.6% | 86.2%+12.4pp | 87.0%+11.6pp | 67.9%+30.6pp |
| Annual return | 18.44% | 20.36%-1.9pp | 53.42%-35.0pp | 28.97%-10.5pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $7,048 | $6,928+1.7% | $10,411-32.3% | $4,291+64.2% |
| Admin fee / account holder | $2 | $966-99.8% | $12,826-100.0% | $1,588-99.9% |