| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 50 · EIN 04-2647786 | Direct Payment | $929,744 |
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 | $233,824 | $173,253+35.0% | $80,022+192.2% | $73,367+218.7% |
| Participation rate | 97.2% | 88.8%+8.4pp | 75.8%+21.4pp | 69.5%+27.7pp |
| Annual return | -3.92% | -2.12%-1.8pp | 11.22%-15.1pp | 173.45%-177.4pp |
| Employer contribution / active EE | $13,988 | $6,338+120.7% | $2,468+466.8% | $2,499+459.8% |
| Participant deferral / active EE | $13,701 | $8,893+54.1% | $3,686+271.7% | $4,033+239.7% |
| Admin fee / account holder | $47 | $90-48.1% | $6,521-99.3% | $68-31.7% |