| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 50 · EIN 04-2647786 | Direct Payment | $918,566 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,086 | $187,373+34.5% | $91,004+177.0% | $80,976+211.3% |
| Participation rate | 98.5% | 87.5%+11.1pp | 75.6%+22.9pp | 68.3%+30.3pp |
| Annual return | 17.78% | 16.95%+0.8pp | 4.60%+13.2pp | 22.91%-5.1pp |
| Employer contribution / active EE | $13,038 | $5,838+123.3% | $2,456+430.9% | $2,402+442.7% |
| Participant deferral / active EE | $12,797 | $8,375+52.8% | $3,548+260.7% | $3,848+232.6% |
| Admin fee / account holder | $47 | $91-48.2% | $5,417-99.1% | $67-29.9% |