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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $13,980 |
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 | $158,521 | $53,254+197.7% | $155,574+1.9% | $199,921-20.7% |
| Participation rate | 31.4% | 64.1%-32.8pp | 78.2%-46.8pp | 72.0%-40.6pp |
| Annual return | 16.39% | 41.18%-24.8pp | 64.87%-48.5pp | 34.28%-17.9pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $3,640 | $3,165+15.0% | $5,629-35.3% | $5,089-28.5% |
| Admin fee / account holder | $10 | $186-94.9% | $15,914-99.9% | $269-96.5% |