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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 14 · EIN 04-3532603 | Plan Administrator | $41,414 |
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 | $48,919 | $70,486-30.6% | $100,528-51.3% | $79,852-38.7% |
| Participation rate | 96.5% | 73.6%+22.8pp | 79.4%+17.1pp | 69.6%+26.9pp |
| Annual return | 16.23% | 21.90%-5.7pp | 30.90%-14.7pp | 31.72%-15.5pp |
| Employer contribution / active EE | $3,400 | $2,165+57.1% | $3,419-0.6% | $2,471+37.6% |
| Participant deferral / active EE | $6,641 | $5,182+28.2% | $6,271+5.9% | $3,740+77.6% |
| Admin fee / account holder | $351 | $4,480-92.2% | $8,084-95.7% | $5,306-93.4% |