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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $260 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,281 | $65,712+42.0% | $57,196+63.1% | $273,972-66.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.17% | 22.01%-15.8pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,378 | $3,280+3.0% | $2,683+25.9% | $4,869-30.6% |
| Participant deferral / active EE | $3,918 | $3,782+3.6% | $3,096+26.5% | $5,287-25.9% |
| Admin fee / account holder | $5,147 | $4,838+6.4% | $3,141+63.9% | $10,133-49.2% |