| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 50 · EIN 04-2647786 | Direct Payment | $592,148 |
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 | $290,272 | $225,491+28.7% | $98,462+194.8% | $96,393+201.1% |
| Participation rate | 96.2% | 87.3%+8.9pp | 75.2%+21.1pp | 71.3%+24.9pp |
| Annual return | 27.81% | 19.53%+8.3pp | 21.20%+6.6pp | 22.88%+4.9pp |
| Employer contribution / active EE | $11,321 | $8,386+35.0% | $3,049+271.3% | $3,239+249.6% |
| Participant deferral / active EE | $13,593 | $10,872+25.0% | $4,738+186.9% | $5,455+149.2% |
| Admin fee / account holder | $23 | $87-74.0% | $8,875-99.7% | $74-69.4% |