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 CO4+ years Service code 50 · EIN 04-2647786 | Direct Payment | $33,887 |
CLARK NUBER3 years Service code 10 · EIN 91-1194016 | Accounting | $0 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $158,695 | $37,203+326.6% | $154,110+3.0% | $55,727+184.8% |
| Participation rate | 60.8% | 64.1%-3.3pp | 83.0%-22.2pp | 70.9%-10.0pp |
| Annual return | -5.58% | 1320.03%-1325.6pp | 735.22%-740.8pp | 244.94%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,789 | $2,069+373.2% | $5,081+92.7% | $3,356+191.7% |
| Admin fee / account holder | $57 | $102-44.3% | $13,412-99.6% | $115-50.9% |