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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $12,279 |
FID INV INST OPS CO8 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,194 | $53,254-18.9% | $155,574-72.2% | $199,921-78.4% |
| Participation rate | 87.1% | 64.1%+22.9pp | 78.2%+8.9pp | 72.0%+15.1pp |
| Annual return | 14.99% | 41.18%-26.2pp | 64.87%-49.9pp | 34.28%-19.3pp |
| Employer contribution / active EE | $686 | $1,848-62.9% | $4,676-85.3% | $3,035-77.4% |
| Participant deferral / active EE | $4,781 | $3,165+51.1% | $5,629-15.1% | $5,089-6.0% |
| Admin fee / account holder | $9 | $186-95.1% | $15,914-99.9% | $269-96.6% |