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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $27,111 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $24,969 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,064 | $52,450-27.4% | $129,384-70.6% | $74,459-48.9% |
| Participation rate | 68.1% | 53.8%+14.3pp | 69.6%-1.5pp | 67.2%+0.9pp |
| Annual return | 24.77% | 15.65%+9.1pp | 9461.77%-9437.0pp | 1369.70%-1344.9pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,202 | $2,797+336.2% | $4,166+192.9% | $4,350+180.5% |
| Admin fee / account holder | $310 | $2,636-88.2% | $7,686-96.0% | $1,945-84.0% |