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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $21,085 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $15,235 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,082 | $79,223-15.3% | $102,460-34.5% | $74,478-9.9% |
| Participation rate | 62.6% | 74.8%-12.2pp | 76.5%-13.9pp | 67.2%-4.6pp |
| Annual return | 14.56% | 54.98%-40.4pp | 29.47%-14.9pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,526 | $2,363-35.4% | $3,025-49.6% | $2,626-41.9% |
| Participant deferral / active EE | $3,697 | $4,417-16.3% | $5,056-26.9% | $4,350-15.0% |
| Admin fee / account holder | $313 | $2,003-84.4% | $9,460-96.7% | $1,946-83.9% |