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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $19,274 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,180 | $50,860+32.1% | $155,574-56.8% | $77,714-13.6% |
| Participation rate | 81.4% | 63.1%+18.3pp | 78.2%+3.2pp | 70.6%+10.8pp |
| Annual return | 13.35% | 34.86%-21.5pp | 64.87%-51.5pp | 31.26%-17.9pp |
| Employer contribution / active EE | $4,155 | $1,991+108.7% | $4,676-11.1% | $2,727+52.4% |
| Participant deferral / active EE | $5,276 | $2,825+86.8% | $5,629-6.3% | $4,649+13.5% |
| Admin fee / account holder | $46 | $436-89.4% | $15,914-99.7% | $433-89.4% |