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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $180 |
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 | $22,864 | $138,075-83.4% | $123,552-81.5% | $135,379-83.1% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.35% | 153.70%-162.0pp | 119.20%-127.6pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,279 | $5,152-75.2% | $4,628-72.4% | $4,779-73.2% |
| Participant deferral / active EE | $3,259 | $6,800-52.1% | $6,426-49.3% | $5,609-41.9% |
| Admin fee / account holder | $335 | $10,917-96.9% | $9,285-96.4% | $10,828-96.9% |