Filed August 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $54,250 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,713 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,602 | $88,890+26.7% | $102,423+9.9% | $77,643+45.0% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.1pp |
| Annual return | 23.20% | 24.98%-1.8pp | 29.32%-6.1pp | 31.24%-8.0pp |
| Employer contribution / active EE | $3,574 | $2,698+32.5% | $3,023+18.2% | $2,726+31.1% |
| Participant deferral / active EE | $11,982 | $5,145+132.9% | $5,053+137.1% | $4,647+157.8% |
| Admin fee / account holder | $191 | $235-19.1% | $9,451-98.0% | $430-55.7% |