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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,398 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,666 |
VERUS1 year Service code 16 · EIN 91-1320111 | Consulting | $8,750 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $7,743 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,292 | $45,382+105.6% | $154,108-39.5% | $75,289+23.9% |
| Participation rate | 46.8% | 65.9%-19.1pp | 83.0%-36.2pp | 72.4%-25.6pp |
| Annual return | -4.95% | -0.47%-4.5pp | 735.21%-740.2pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,477 | $1,533-3.7% | $5,298-72.1% | $2,405-38.6% |
| Participant deferral / active EE | $1,742 | $2,384-26.9% | $5,081-65.7% | $3,739-53.4% |
| Admin fee / account holder | $114 | $89+27.7% | $13,411-99.1% | $102+11.5% |