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| Provider | Service type | Compensation |
|---|---|---|
AUDIT AND TAX SOLUTIONS10+ years Service code 10 · EIN 94-3211753 | Accounting | $8,500 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $7,284 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,293 | $166,268+28.9% | $165,100+29.8% | $145,897+46.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 19.93% | 100.52%-80.6pp | 70.21%-50.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $2,437 | $5,284-53.9% | $4,348-44.0% | $4,663-47.7% |
| Participant deferral / active EE | $11,416 | $6,964+63.9% | $6,035+89.1% | $6,689+70.7% |
| Admin fee / account holder | $132 | $16,659-99.2% | $12,696-99.0% | $13,390-99.0% |