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 CO6+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $224,474 |
NEPC, LLC6+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $81,114 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAM LLP Service code 10 · EIN 91-0189318 | Accounting | $49,500 |
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $18,489 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,995 | $176,471+46.2% | $95,968+168.8% | $90,274+185.8% |
| Participation rate | 98.2% | 86.6%+11.6pp | 77.1%+21.1pp | 73.4%+24.8pp |
| Annual return | 12.99% | 20.15%-7.2pp | 91.65%-78.7pp | 53.97%-41.0pp |
| Employer contribution / active EE | $7,678 | $2,783+175.9% | $2,542+202.1% | $2,523+204.3% |
| Participant deferral / active EE | $17,227 | $5,325+223.5% | $4,167+313.4% | $4,231+307.2% |
| Admin fee / account holder | $84 | $154-45.4% | $6,798-98.8% | $114-26.2% |