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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $20,100 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $17,826 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,604 | $99,168-75.2% | $96,576-74.5% | $74,440-66.9% |
| Participation rate | 87.3% | 80.7%+6.7pp | 76.0%+11.3pp | 70.7%+16.6pp |
| Annual return | 19.12% | 22.40%-3.3pp | 25.87%-6.8pp | 34.37%-15.2pp |
| Employer contribution / active EE | $1,086 | $2,570-57.7% | $2,965-63.4% | $2,638-58.8% |
| Participant deferral / active EE | $3,205 | $4,936-35.1% | $4,851-33.9% | $4,529-29.2% |
| Admin fee / account holder | $56 | $225-75.2% | $8,253-99.3% | $348-84.0% |