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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,837 | $127,387-87.6% | $115,038-86.2% | $125,389-87.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.23% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $2,109 | $5,166-59.2% | $4,608-54.2% | $4,866-56.7% |
| Participant deferral / active EE | $4,218 | $6,423-34.3% | $6,026-30.0% | $5,352-21.2% |
| Admin fee / account holder | $600 | $9,516-93.7% | $8,175-92.7% | $9,541-93.7% |