Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 50 · EIN 04-2647786 | Direct Payment | $236,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $819,516 | $56,095+1360.9% | $178,510+359.1% | $90,274+807.8% |
| Participation rate | 0.0% | 65.6%-65.6pp | 81.9%-81.9pp | 73.4%-73.4pp |
| Annual return | 17.73% | 28.81%-11.1pp | 151.13%-133.4pp | 53.97%-36.2pp |
| Employer contribution / active EE | $3,528 | $1,572+124.3% | $5,011-29.6% | $2,523+39.8% |
| Participant deferral / active EE | $5,200 | $2,669+94.9% | $5,2020% | $4,231+22.9% |
| Admin fee / account holder | $686 | $101+581.8% | $13,988-95.1% | $114+501.6% |