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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $105,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,415 | $79,209-12.4% | $102,434-32.2% | $74,459-6.8% |
| Participation rate | 98.2% | 74.8%+23.4pp | 76.5%+21.7pp | 67.2%+30.9pp |
| Annual return | 13.94% | 54.98%-41.0pp | 29.46%-15.5pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $3,424 | $2,362+44.9% | $3,023+13.3% | $2,626+30.4% |
| Participant deferral / active EE | $8,819 | $4,417+99.7% | $5,055+74.5% | $4,350+102.8% |
| Admin fee / account holder | $385 | $2,002-80.8% | $9,462-95.9% | $1,945-80.2% |