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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Service code 37 · EIN 04-2647786 | Loan Processing | $70,064 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,610 |
VERUS4 years Service code 16 · EIN 91-1320111 | Consulting | $8,731 |
Filed as: THORSON BARNETT & MCDONALD PC Service code 29 · EIN 91-1608561 | Legal | $3,690 |
FID INV INST OPS CO6 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,511 | $67,512+127.4% | $185,849-17.4% | $93,010+65.0% |
| Participation rate | 42.6% | 67.1%-24.6pp | 81.7%-39.1pp | 73.9%-31.3pp |
| Annual return | 13.36% | 21.04%-7.7pp | 122.10%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,978 | $1,783+10.9% | $5,169-61.7% | $2,705-26.9% |
| Participant deferral / active EE | $2,349 | $3,035-22.6% | $5,569-57.8% | $4,561-48.5% |
| Admin fee / account holder | $156 | $318-50.9% | $16,244-99.0% | $152+2.8% |