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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,025 |
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 | $149,057 | $50,169+197.1% | $149,740-0.5% | $80,187+85.9% |
| Participation rate | 30.9% | 64.3%-33.4pp | 78.8%-47.9pp | 72.9%-42.0pp |
| Annual return | 18.62% | 29.82%-11.2pp | 134.51%-115.9pp | 40.40%-21.8pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,446 | $3,194+7.9% | $5,683-39.4% | $5,016-31.3% |
| Admin fee / account holder | $15 | $153-90.1% | $13,222-99.9% | $145-89.6% |