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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $59,024 |
CLARK NUBER5 years Service code 10 · EIN 91-0119401 | Accounting | $17,400 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS Service code 16 · EIN 06-0139734 | Consulting | $10,000 |
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 | $155,038 | $56,095+176.4% | $178,510-13.1% | $90,274+71.7% |
| Participation rate | 28.6% | 65.6%-37.0pp | 81.9%-53.3pp | 73.4%-44.8pp |
| Annual return | 15.03% | 28.81%-13.8pp | 151.13%-136.1pp | 53.97%-38.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,945 | $2,669+10.4% | $5,202-43.4% | $4,231-30.4% |
| Admin fee / account holder | $67 | $101-33.2% | $13,988-99.5% | $114-41.0% |