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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Service code 50 · EIN 04-2647786 | Direct Payment | $46,710 |
CLARK NUBER5 years Service code 10 · EIN 91-1194016 | Accounting | $0 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
USI CONSULTING GROUP3 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.
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 | $225,668 | $52,303+331.5% | $178,510+26.4% | $73,415+207.4% |
| Participation rate | 60.8% | 65.3%-4.5pp | 81.9%-21.1pp | 72.2%-11.4pp |
| Annual return | 18.25% | 34.76%-16.5pp | 151.13%-132.9pp | 59.30%-41.0pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,357 | $2,334+343.8% | $5,202+99.1% | $3,806+172.1% |
| Admin fee / account holder | $72 | $127-43.4% | $13,988-99.5% | $158-54.3% |