| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INVSMNTS INST OPRTNS CO, LLC. Service code 37 · EIN 04-2647786 | Loan Processing | $37,456 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,778 |
FID INV INST OPS CO8+ years Filed as: FID INVSMNTS INST OPRTNS CO, INC. Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,325 | $106,264+0.1% | $147,117-27.7% | $77,762+36.7% |
| Participation rate | 48.1% | 78.4%-30.3pp | 82.2%-34.0pp | 70.6%-22.4pp |
| Annual return | 22.35% | 56.94%-34.6pp | 420.54%-398.2pp | 31.27%-8.9pp |
| Employer contribution / active EE | $1,190 | $4,074-70.8% | $4,932-75.9% | $2,728-56.4% |
| Participant deferral / active EE | $5,318 | $8,003-33.6% | $8,065-34.1% | $4,651+14.3% |
| Admin fee / account holder | $124 | $334-62.9% | $12,993-99.0% | $433-71.3% |