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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $40,975 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $12,037 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,062 | $110,282-45.5% | $102,434-41.4% | $199,960-70.0% |
| Participation rate | 70.9% | 86.3%-15.4pp | 76.5%-5.6pp | 72.0%-1.1pp |
| Annual return | 16.26% | 35.75%-19.5pp | 29.46%-13.2pp | 34.28%-18.0pp |
| Employer contribution / active EE | $1,476 | $3,603-59.0% | $3,023-51.2% | $3,036-51.4% |
| Participant deferral / active EE | $5,532 | $6,376-13.2% | $5,055+9.4% | $5,087+8.7% |
| Admin fee / account holder | $90 | $122-26.4% | $9,462-99.0% | $269-66.6% |