| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 50 · EIN 04-2647786 | Direct Payment | $876,526 |
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 | $277,988 | $185,545+49.8% | $90,767+206.3% | $89,433+210.8% |
| Participation rate | 96.3% | 85.0%+11.3pp | 75.7%+20.6pp | 71.3%+25.1pp |
| Annual return | -14.06% | -13.56%-0.5pp | -12.16%-1.9pp | -11.88%-2.2pp |
| Employer contribution / active EE | $13,119 | $7,210+82.0% | $2,922+349.0% | $3,021+334.3% |
| Participant deferral / active EE | $15,333 | $9,550+60.6% | $4,565+235.9% | $5,125+199.2% |
| Admin fee / account holder | $40 | $100-60.0% | $8,445-99.5% | $79-49.5% |