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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,882 | $160,882-70.2% | $200,582-76.1% | $102,872-53.5% |
| Participation rate | 69.9% | 91.2%-21.2pp | 86.9%-16.9pp | 73.0%-3.1pp |
| Annual return | 26.83% | 18.15%+8.7pp | 42.33%-15.5pp | 19.06%+7.8pp |
| Employer contribution / active EE | $469 | $5,602-91.6% | $6,419-92.7% | $3,526-86.7% |
| Participant deferral / active EE | $6,637 | $9,300-28.6% | $9,331-28.9% | $5,535+19.9% |
| Admin fee / account holder | $23 | $125-81.4% | $16,305-99.9% | $292-92.0% |