| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 50 · EIN 04-2647786 | Direct Payment | $29,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,688 | $158,120+24.4% | $68,509+187.1% | $69,651+182.4% |
| Participation rate | 99.2% | 88.0%+11.2pp | 74.7%+24.5pp | 66.6%+32.6pp |
| Annual return | 50.59% | 3.41%+47.2pp | 8.27%+42.3pp | 53.77%-3.2pp |
| Employer contribution / active EE | $5,593 | $5,427+3.1% | $2,278+145.5% | $2,241+149.6% |
| Participant deferral / active EE | $9,417 | $7,897+19.2% | $3,382+178.4% | $3,635+159.0% |
| Admin fee / account holder | $26 | $74-64.4% | $5,275-99.5% | $63-58.5% |