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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 | $106,394 | $73,546+44.7% | $63,018+68.8% | $147,586-27.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.53% | 175.56%-159.0pp | 87.62%-71.1pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,429 | $3,324-26.9% | $2,761-12.0% | $4,876-50.2% |
| Participant deferral / active EE | $2,814 | $4,185-32.8% | $3,330-15.5% | $5,439-48.3% |
| Admin fee / account holder | $3,813 | $5,956-36.0% | $3,601+5.9% | $10,886-65.0% |