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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $61,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,373 |
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 | $70,555 | $95,417-26.1% | $135,974-48.1% | $74,460-5.2% |
| Participation rate | 84.1% | 78.2%+5.9pp | 81.9%+2.2pp | 70.7%+13.4pp |
| Annual return | 22.50% | 32.76%-10.3pp | 68.30%-45.8pp | 34.38%-11.9pp |
| Employer contribution / active EE | $2,307 | $3,878-40.5% | $4,859-52.5% | $2,638-12.5% |
| Participant deferral / active EE | $6,597 | $7,789-15.3% | $7,760-15.0% | $4,530+45.6% |
| Admin fee / account holder | $87 | $266-67.3% | $10,767-99.2% | $348-75.0% |