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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $198,279 |
NEPC, LLC7+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $107,550 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAM LLP Service code 10 · EIN 91-0189318 | Accounting | $46,000 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $44,044 |
THOMPSON HINE7+ years Service code 29 · EIN 34-0575300 | Legal | $14,951 |
FID INV INST OPS CO7+ 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 | $290,986 | $144,879+100.8% | $111,319+161.4% | $93,010+212.9% |
| Participation rate | 97.4% | 86.1%+11.3pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 16.07% | 18.11%-2.0pp | 54.68%-38.6pp | 158.70%-142.6pp |
| Employer contribution / active EE | $6,568 | $3,052+115.2% | $2,732+140.4% | $2,705+142.8% |
| Participant deferral / active EE | $15,808 | $5,576+183.5% | $4,488+252.3% | $4,561+246.6% |
| Admin fee / account holder | $100 | $104-3.0% | $7,966-98.7% | $152-33.8% |