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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $24,806 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $17,660 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $179,444-100.0% | $124,206-100.0% | - |
| Participation rate | 0.0% | 59.5%-59.5pp | 69.6%-69.6pp | - |
| Annual return | -97.10% | 15.96%-113.1pp | 515.27%-612.4pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,540-100.0% | - |
| Participant deferral / active EE | $0 | $3,588-100.0% | $3,968-100.0% | - |
| Admin fee / account holder | $0 | $21,474-100.0% | $5,929-100.0% | - |