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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $21,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,389 | $56,540-10.9% | $185,849-72.9% | $86,821-42.0% |
| Participation rate | 85.5% | 65.5%+20.0pp | 81.7%+3.8pp | 72.3%+13.2pp |
| Annual return | 13.36% | 118.20%-104.8pp | 122.10%-108.7pp | 97.94%-84.6pp |
| Employer contribution / active EE | $3,304 | $1,844+79.1% | $5,169-36.1% | $2,406+37.3% |
| Participant deferral / active EE | $4,122 | $2,555+61.3% | $5,569-26.0% | $4,132-0.2% |
| Admin fee / account holder | $56 | $150-62.4% | $16,244-99.7% | $170-66.9% |