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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 37 · EIN 04-3532603 | Loan Processing | $493 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,452 | $88,360+39.7% | $145,433-15.1% | $67,986+81.6% |
| Participation rate | 82.6% | 65.5%+17.1pp | 82.1%+0.5pp | 57.2%+25.4pp |
| Annual return | 24.79% | 63.15%-38.4pp | 66.58%-41.8pp | 31.67%-6.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $16,516 | $5,932+178.4% | $7,897+109.1% | $3,358+391.8% |
| Admin fee / account holder | $12 | $3,313-99.6% | $13,129-99.9% | $3,203-99.6% |