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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 | $102,382+222.8% | $147,005+124.8% | $80,874+308.7% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.2%-82.2pp | 67.6%-67.6pp |
| Annual return | 17.42% | 134.89%-117.5pp | 418.76%-401.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $16,843 | $3,715+353.4% | $4,934+241.3% | $2,756+511.2% |
| Participant deferral / active EE | $17,298 | $6,646+160.3% | $8,070+114.4% | $4,297+302.6% |
| Admin fee / account holder | $140,081 | $7,942+1663.7% | $13,006+977.0% | $6,935+1919.8% |