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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $290,182 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $129,565 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAM LLP Service code 10 · EIN 91-0189318 | Accounting | $37,655 |
THOMPSON HINE5+ years Service code 29 · EIN 34-0575300 | Legal | $5,126 |
FID INV INST OPS CO5+ 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 | $229,981 | $105,173+118.7% | $87,102+164.0% | $77,775+195.7% |
| Participation rate | 97.2% | 85.8%+11.4pp | 76.9%+20.3pp | 73.2%+24.0pp |
| Annual return | 21.15% | 24.52%-3.4pp | 28.19%-7.0pp | 32.58%-11.4pp |
| Employer contribution / active EE | $6,689 | $2,890+131.4% | $2,521+165.3% | $2,504+167.2% |
| Participant deferral / active EE | $14,761 | $5,048+192.4% | $4,048+264.6% | $3,966+272.2% |
| Admin fee / account holder | $103 | $105-1.9% | $7,493-98.6% | $100+2.5% |