| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 50 · EIN 04-2647786 | Direct Payment | $989,259 |
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 | $306,249 | $430,560-28.9% | $98,920+209.6% | $106,273+188.2% |
| Participation rate | 97.3% | 86.2%+11.1pp | 76.0%+21.3pp | 70.8%+26.5pp |
| Annual return | 14.92% | 17.89%-3.0pp | 196.47%-181.5pp | 21.70%-6.8pp |
| Employer contribution / active EE | $13,379 | $6,804+96.6% | $2,689+397.5% | $2,722+391.5% |
| Participant deferral / active EE | $14,286 | $9,623+48.5% | $4,245+236.5% | $4,601+210.5% |
| Admin fee / account holder | $47 | $220-78.6% | $6,643-99.3% | $78-39.7% |