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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 50 · EIN 04-2647786 | Direct Payment | $44,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,684 | $46,339+359.0% | $143,801+47.9% | $64,829+228.1% |
| Participation rate | 56.3% | 64.3%-8.0pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.04%-18.5pp | 32.85%-51.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $8,609 | $2,648+225.1% | $5,639+52.7% | $4,312+99.7% |
| Admin fee / account holder | $70 | $154-54.3% | $14,680-99.5% | $188-62.6% |