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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $245 |
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 | $124,681 | $84,708+47.2% | $75,714+64.7% | $167,536-25.6% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.8%+2.1pp | 82.1%-5.2pp |
| Annual return | 14.13% | 199.62%-185.5pp | 104.62%-90.5pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,054 | $3,231-67.4% | $2,744-61.6% | $4,839-78.2% |
| Participant deferral / active EE | $1,833 | $4,577-60.0% | $3,820-52.0% | $6,342-71.1% |
| Admin fee / account holder | $14,622 | $5,358+172.9% | $3,619+304.0% | $12,315+18.7% |