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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $9,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,840,376 | $59,054+3016.4% | $97,260+1792.2% | $77,736+2267.5% |
| Participation rate | 0.0% | 67.9%-67.9pp | 72.7%-72.7pp | 70.6%-70.6pp |
| Annual return | 21.10% | 16.96%+4.1pp | 75.54%-54.4pp | 31.26%-10.2pp |
| Employer contribution / active EE | $4,692 | $1,742+169.4% | $2,721+72.4% | $2,728+72.0% |
| Participant deferral / active EE | $8,500 | $3,930+116.3% | $4,262+99.4% | $4,651+82.8% |
| Admin fee / account holder | $766 | $346+121.3% | $5,640-86.4% | $433+76.8% |