Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $22,797 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,476 | $46,332+4.6% | $143,797-66.3% | $64,824-25.2% |
| Participation rate | 83.8% | 64.2%+19.6pp | 80.3%+3.5pp | 71.5%+12.4pp |
| Annual return | -13.84% | -10.05%-3.8pp | -0.04%-13.8pp | 32.84%-46.7pp |
| Employer contribution / active EE | $4,505 | $1,911+135.7% | $4,952-9.0% | $2,507+79.7% |
| Participant deferral / active EE | $4,153 | $2,647+56.9% | $5,638-26.3% | $4,311-3.7% |
| Admin fee / account holder | $60 | $154-60.9% | $14,679-99.6% | $188-68.0% |