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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $18,545 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,063 |
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 | $34,155 | $122,585-72.1% | $184,256-81.5% | $200,096-82.9% |
| Participation rate | 69.5% | 86.9%-17.5pp | 86.8%-17.3pp | 72.0%-2.5pp |
| Annual return | 27.56% | 144.12%-116.6pp | 28.85%-1.3pp | 34.26%-6.7pp |
| Employer contribution / active EE | $347 | $4,571-92.4% | $6,427-94.6% | $3,038-88.6% |
| Participant deferral / active EE | $5,642 | $7,972-29.2% | $9,133-38.2% | $5,090+10.8% |
| Admin fee / account holder | $14 | $120-88.2% | $13,899-99.9% | $269-94.7% |