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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 | $53,204+197.9% | $155,556+1.9% | $200,096-20.8% |
| Participation rate | 31.4% | 64.1%-32.7pp | 78.2%-46.9pp | 72.0%-40.6pp |
| Annual return | 16.39% | 41.02%-24.6pp | 64.84%-48.4pp | 34.26%-17.9pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,640 | $3,163+15.1% | $5,631-35.4% | $5,090-28.5% |
| Admin fee / account holder | $10 | $186-94.9% | $15,885-99.9% | $269-96.5% |