Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,905 | $45,000+197.6% | $143,801-6.9% | $77,906+71.9% |
| Participation rate | 30.8% | 66.8%-36.1pp | 80.3%-49.6pp | 73.7%-42.9pp |
| Annual return | -17.65% | 29.03%-46.7pp | -0.04%-17.6pp | 12.16%-29.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $3,230 | $3,157+2.3% | $5,639-42.7% | $4,805-32.8% |
| Admin fee / account holder | $26 | $98-73.6% | $14,680-99.8% | $133-80.4% |