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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $29,205 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,882 | $153,743-68.9% | $197,124-75.7% | $103,975-53.9% |
| Participation rate | 69.9% | 91.1%-21.2pp | 86.7%-16.8pp | 72.5%-2.6pp |
| Annual return | 26.83% | 17.60%+9.2pp | 44.34%-17.5pp | 19.41%+7.4pp |
| Employer contribution / active EE | $469 | $5,424-91.4% | $6,227-92.5% | $3,722-87.4% |
| Participant deferral / active EE | $6,637 | $9,152-27.5% | $9,135-27.3% | $5,343+24.2% |
| Admin fee / account holder | $23 | $131-82.3% | $16,298-99.9% | $332-93.0% |