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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $91,502 |
Filed as: FIDELITY INVESTMENTS OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
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 | $243,482 | $55,423+339.3% | $155,602+56.5% | $74,400+227.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.83% | 269.07%-254.2pp | 64.81%-50.0pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $9,823 | $2,266+333.6% | $4,675+110.1% | $2,624+274.3% |
| Participant deferral / active EE | $7,126 | $2,835+151.4% | $5,629+26.6% | $4,348+63.9% |
| Admin fee / account holder | $333 | $1,744-80.9% | $15,923-97.9% | $1,944-82.9% |