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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,768 |
RUBINBROWN LLP2 years Service code 10 · EIN 43-0765316 | Accounting | $13,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,152 | $89,123-67.3% | $102,460-71.5% | $77,762-62.5% |
| Participation rate | 89.3% | 80.9%+8.3pp | 76.5%+12.7pp | 70.6%+18.7pp |
| Annual return | 15.47% | 25.05%-9.6pp | 29.47%-14.0pp | 31.27%-15.8pp |
| Employer contribution / active EE | $1,174 | $2,700-56.5% | $3,025-61.2% | $2,728-57.0% |
| Participant deferral / active EE | $3,596 | $5,148-30.1% | $5,056-28.9% | $4,651-22.7% |
| Admin fee / account holder | $48 | $236-79.6% | $9,460-99.5% | $433-88.9% |