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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OP. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $210 |
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 | $102,214 | $69,248+47.6% | $64,101+59.5% | $139,466-26.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.51% | 45.95%-31.4pp | 33.72%-19.2pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,411 | $3,185-55.7% | $2,749-48.7% | $4,754-70.3% |
| Participant deferral / active EE | $1,347 | $4,682-71.2% | $3,881-65.3% | $6,712-79.9% |
| Admin fee / account holder | $8,442 | $4,247+98.8% | $3,070+175.0% | $11,409-26.0% |