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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTNL OPS CO Service code 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770081 | Recordkeeping Fees | $340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,455 | $154,228-71.2% | $145,433-69.4% | $137,256-67.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,052 | $4,804-57.3% | $4,554-55.0% | $4,156-50.6% |
| Participant deferral / active EE | $12,141 | $8,216+47.8% | $7,897+53.7% | $6,407+89.5% |
| Admin fee / account holder | $810 | $14,344-94.4% | $13,129-93.8% | $12,270-93.4% |