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 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 | $46,325+359.1% | $143,788+47.9% | $64,814+228.1% |
| Participation rate | 56.3% | 64.2%-8.0pp | 80.3%-24.0pp | 71.5%-15.2pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.03%-18.5pp | 32.84%-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 | $2,647+225.3% | $5,638+52.7% | $4,310+99.7% |
| Admin fee / account holder | $70 | $154-54.3% | $14,675-99.5% | $188-62.6% |