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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 50 · EIN 04-2647786 | Direct Payment | $70,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,834 | $47,173+410.5% | $149,740+60.8% | $74,478+223.4% |
| Participation rate | 57.1% | 63.4%-6.3pp | 78.8%-21.6pp | 70.7%-13.6pp |
| Annual return | 18.59% | 22.75%-4.2pp | 134.51%-115.9pp | 34.37%-15.8pp |
| Employer contribution / active EE | $0 | $1,903-100.0% | $4,821-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $9,261 | $2,730+239.2% | $5,683+63.0% | $4,530+104.4% |
| Admin fee / account holder | $109 | $343-68.3% | $13,222-99.2% | $347-68.6% |