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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 50 · EIN 04-2647786 | Direct Payment | $32,916 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $32 |
CLARK NUBER4 years Service code 10 · EIN 91-1194016 | Accounting | $0 |
USI CONSULTING GROUP2 years 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).
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 | $196,714 | $62,941+212.5% | $172,757+13.9% | $67,584+191.1% |
| Participation rate | 58.1% | 64.5%-6.4pp | 82.6%-24.6pp | 71.3%-13.2pp |
| Annual return | 24.62% | 30.36%-5.7pp | 803.06%-778.4pp | 378.59%-354.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,821 | $2,145+357.8% | $5,198+88.9% | $3,540+177.5% |
| Admin fee / account holder | $54 | $167-67.9% | $13,956-99.6% | $142-62.3% |