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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $3,164 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,522 | $102,429+222.7% | $147,096+124.7% | $80,925+308.4% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 17.42% | 135.02%-117.6pp | 419.75%-402.3pp | 35.65%-18.2pp |
| Employer contribution / active EE | $16,843 | $3,716+353.3% | $4,936+241.2% | $2,756+511.1% |
| Participant deferral / active EE | $17,298 | $6,649+160.2% | $8,071+114.3% | $4,299+302.4% |
| Admin fee / account holder | $140,081 | $7,957+1660.5% | $13,005+977.1% | $6,940+1918.4% |