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 | $39,933 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,961 | $72,254+3.7% | $86,677-13.5% | $64,808+15.7% |
| Participation rate | 87.5% | 80.4%+7.0pp | 76.6%+10.9pp | 71.5%+16.0pp |
| Annual return | -18.51% | 392.42%-410.9pp | 35.91%-54.4pp | 32.82%-51.3pp |
| Employer contribution / active EE | $3,332 | $2,393+39.2% | $2,836+17.5% | $2,506+33.0% |
| Participant deferral / active EE | $10,234 | $4,658+119.7% | $4,656+119.8% | $4,310+137.4% |
| Admin fee / account holder | $158 | $174-9.1% | $7,493-97.9% | $188-15.8% |