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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $44,576 |
CLARK NUBER4 years Service code 10 · EIN 91-0119401 | Accounting | $17,400 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 16 · EIN 06-0139734 | Consulting | $12,500 |
Filed as: ALLIANT Service code 17 · EIN 33-0078543 | Pension Consulting | $508 |
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 | $174,577 | $47,456+267.9% | $172,757+1.1% | $77,775+124.5% |
| Participation rate | 20.7% | 66.3%-45.6pp | 82.6%-61.9pp | 73.2%-52.5pp |
| Annual return | 22.52% | 35.57%-13.1pp | 803.06%-780.5pp | 32.58%-10.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,688 | $2,560+5.0% | $5,198-48.3% | $3,966-32.2% |
| Admin fee / account holder | $75 | $81-7.1% | $13,956-99.5% | $100-25.0% |