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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $12,279 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,093 | $68,1100% | $155,556-56.2% | $99,313-31.4% |
| Participation rate | 92.5% | 67.8%+24.7pp | 78.2%+14.2pp | 71.7%+20.8pp |
| Annual return | 14.48% | 16.16%-1.7pp | 64.84%-50.4pp | 17.67%-3.2pp |
| Employer contribution / active EE | $141 | $2,291-93.8% | $4,675-97.0% | $3,264-95.7% |
| Participant deferral / active EE | $6,187 | $3,865+60.1% | $5,631+9.9% | $5,346+15.7% |
| Admin fee / account holder | $8 | $94-91.4% | $15,885-99.9% | $109-92.6% |