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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $77,343 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $76,801 |
RSM US LLP2 years Filed as: MCGLADREY & PULLEN LLP Service code 10 · EIN 42-0714325 | Accounting | $34,107 |
THOMPSON HINE3+ years Service code 29 · EIN 34-0575300 | Legal | $20,647 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
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 | $216,281 | $88,730+143.8% | $82,312+162.8% | $77,958+177.4% |
| Participation rate | 96.5% | 84.5%+12.0pp | 76.9%+19.6pp | 71.6%+24.9pp |
| Annual return | 18.10% | 20.88%-2.8pp | 25.88%-7.8pp | 20.87%-2.8pp |
| Employer contribution / active EE | $5,721 | $2,758+107.4% | $2,428+135.6% | $2,310+147.6% |
| Participant deferral / active EE | $12,479 | $4,634+169.3% | $3,706+236.7% | $3,537+252.8% |
| Admin fee / account holder | $41 | $74-44.8% | $5,608-99.3% | $97-58.1% |