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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 | $53,204-18.8% | $155,556-72.2% | $200,096-78.4% |
| Participation rate | 87.1% | 64.1%+23.0pp | 78.2%+8.8pp | 72.0%+15.1pp |
| Annual return | 14.99% | 41.02%-26.0pp | 64.84%-49.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $686 | $1,850-62.9% | $4,675-85.3% | $3,038-77.4% |
| Participant deferral / active EE | $4,781 | $3,163+51.1% | $5,631-15.1% | $5,090-6.1% |
| Admin fee / account holder | $9 | $186-95.1% | $15,885-99.9% | $269-96.6% |