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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $87,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,602 | $50,860+412.4% | $155,574+67.5% | $77,714+235.3% |
| Participation rate | 59.2% | 63.1%-3.9pp | 78.2%-19.0pp | 70.6%-11.4pp |
| Annual return | 14.93% | 34.86%-19.9pp | 64.87%-49.9pp | 31.26%-16.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $12,179 | $2,825+331.2% | $5,629+116.4% | $4,649+162.0% |
| Admin fee / account holder | $128 | $436-70.8% | $15,914-99.2% | $433-70.5% |