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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $11,041 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,675 | $112,686-72.8% | $170,043-82.0% | $80,157-61.7% |
| Participation rate | 57.3% | 87.4%-30.0pp | 87.0%-29.7pp | 72.9%-15.6pp |
| Annual return | 39.31% | 67.04%-27.7pp | 53.40%-14.1pp | 40.39%-1.1pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,790-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $5,042 | $7,876-36.0% | $10,410-51.6% | $5,015+0.5% |
| Admin fee / account holder | $12 | $99-88.0% | $12,824-99.9% | $145-91.8% |