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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS CO L Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $270 |
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 | $31,701 | $138,078-77.0% | $125,363-74.7% | $134,509-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.05% | 750.49%-768.5pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,299 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $5,661 | $7,800-27.4% | $7,447-24.0% | $6,400-11.6% |
| Admin fee / account holder | $1,072 | $11,566-90.7% | $10,005-89.3% | $11,427-90.6% |