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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 37 · EIN 04-2647786 | Loan Processing | $65,498 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,219 |
Filed as: THORSON BARNETT & MCDONALD PC Service code 29 · EIN 91-1608561 | Legal | $13,049 |
VERUS2 years Service code 16 · EIN 91-1320111 | Consulting | $7,500 |
FID INV INST OPS CO4 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 | $115,735 | $47,456+143.9% | $172,753-33.0% | $77,775+48.8% |
| Participation rate | 45.9% | 66.3%-20.4pp | 82.6%-36.8pp | 73.2%-27.3pp |
| Annual return | 22.06% | 35.57%-13.5pp | 803.00%-780.9pp | 32.58%-10.5pp |
| Employer contribution / active EE | $1,583 | $1,574+0.6% | $5,144-69.2% | $2,504-36.8% |
| Participant deferral / active EE | $1,869 | $2,560-27.0% | $5,198-64.0% | $3,966-52.9% |
| Admin fee / account holder | $126 | $81+56.2% | $13,956-99.1% | $100+26.2% |