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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 | $102,422+222.7% | $147,117+124.7% | $80,959+308.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 17.42% | 135.16%-117.7pp | 420.54%-403.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $16,843 | $3,717+353.1% | $4,932+241.5% | $2,757+510.9% |
| Participant deferral / active EE | $17,298 | $6,652+160.0% | $8,065+114.5% | $4,300+302.3% |
| Admin fee / account holder | $140,081 | $7,953+1661.3% | $12,993+978.1% | $6,925+1922.7% |