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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $255 |
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 | $92,918 | $77,449+20.0% | $69,483+33.7% | $152,909-39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.93% | 39.09%-21.2pp | 28.99%-11.1pp | 345.46%-327.5pp |
| Employer contribution / active EE | $1,582 | $3,316-52.3% | $2,780-43.1% | $4,764-66.8% |
| Participant deferral / active EE | $3,082 | $4,415-30.2% | $3,537-12.8% | $5,851-47.3% |
| Admin fee / account holder | $2,216 | $6,210-64.3% | $3,841-42.3% | $11,601-80.9% |