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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $2,400 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,944 | $165,040+82.3% | $155,602+93.4% | - |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | - |
| Annual return | 7.79% | 19.42%-11.6pp | 64.81%-57.0pp | - |
| Employer contribution / active EE | $7,810 | $2,509+211.3% | $4,675+67.1% | - |
| Participant deferral / active EE | $9,442 | $2,927+222.6% | $5,629+67.8% | - |
| Admin fee / account holder | $15 | $96,826-100.0% | $15,923-99.9% | - |