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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $5,342 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,948 | $82,678+377.7% | $125,391+215.0% | $68,490+476.6% |
| Participation rate | 98.0% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -18.40% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $15,449 | $3,382+356.8% | $4,816+220.8% | $2,597+495.0% |
| Participant deferral / active EE | $12,619 | $6,111+106.5% | $7,448+69.4% | $4,028+213.3% |
| Admin fee / account holder | $16,736 | $6,277+166.6% | $10,009+67.2% | $5,403+209.8% |