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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 37 · EIN 04-2647786 | Loan Processing | $60,032 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,878 |
VERUS6 years Service code 16 · EIN 91-1320111 | Consulting | $6,250 |
HARLOWE & FALK LLP1 year Service code 29 · EIN 11-3662832 | Legal | $5,024 |
FID INV INST OPS CO8 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,741 | $50,150+194.6% | $149,723-1.3% | $80,169+84.3% |
| Participation rate | 38.7% | 64.3%-25.6pp | 78.8%-40.1pp | 72.9%-34.2pp |
| Annual return | 18.12% | 29.80%-11.7pp | 134.50%-116.4pp | 40.39%-22.3pp |
| Employer contribution / active EE | $1,862 | $1,868-0.3% | $4,821-61.4% | $2,978-37.5% |
| Participant deferral / active EE | $2,429 | $3,195-24.0% | $5,682-57.3% | $5,016-51.6% |
| Admin fee / account holder | $142 | $153-6.7% | $13,215-98.9% | $145-1.7% |