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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $192,396 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $142,458 |
THOMPSON HINE8+ years Service code 29 · EIN 34-0575300 | Legal | $82,717 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $57,500 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $40,000 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAM LLP Service code 10 · EIN 91-0189318 | Accounting | $7,500 |
FID INV INST OPS CO8+ 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 | $230,424 | $130,052+77.2% | $86,717+165.7% | $77,906+195.8% |
| Participation rate | 98.0% | 85.9%+12.1pp | 76.6%+21.4pp | 73.7%+24.3pp |
| Annual return | -15.73% | -12.73%-3.0pp | 35.97%-51.7pp | 12.16%-27.9pp |
| Employer contribution / active EE | $7,162 | $3,214+122.9% | $2,837+152.5% | $2,846+151.6% |
| Participant deferral / active EE | $16,159 | $5,741+181.5% | $4,657+247.0% | $4,805+236.3% |
| Admin fee / account holder | $127 | $132-3.7% | $7,494-98.3% | $133-4.2% |