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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $63,336 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,963 |
Service code 16 · EIN 57-1060705 | Consulting | $7,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,023 | $106,247-21.9% | $147,096-43.6% | $77,714+6.8% |
| Participation rate | 86.3% | 78.4%+7.9pp | 82.2%+4.1pp | 70.6%+15.7pp |
| Annual return | 16.41% | 56.87%-40.5pp | 419.75%-403.3pp | 31.26%-14.8pp |
| Employer contribution / active EE | $2,390 | $4,069-41.3% | $4,936-51.6% | $2,727-12.3% |
| Participant deferral / active EE | $7,720 | $7,996-3.4% | $8,071-4.3% | $4,649+66.1% |
| Admin fee / account holder | $100 | $338-70.5% | $13,005-99.2% | $433-77.0% |