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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $29,795 |
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 | $42,018 | $90,064-53.3% | $100,392-58.1% | $77,736-45.9% |
| Participation rate | 87.1% | 81.3%+5.8pp | 81.5%+5.6pp | 70.6%+16.5pp |
| Annual return | 48.02% | 20.61%+27.4pp | 49.45%-1.4pp | 31.26%+16.8pp |
| Employer contribution / active EE | $4 | $3,043-99.9% | $3,941-99.9% | $2,728-99.9% |
| Participant deferral / active EE | $11,433 | $8,282+38.1% | $8,090+41.3% | $4,651+145.8% |
| Admin fee / account holder | $42 | $172-75.3% | $7,904-99.5% | $433-90.2% |