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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 | $47,135+410.9% | $149,717+60.9% | $74,440+223.5% |
| Participation rate | 57.1% | 63.4%-6.3pp | 78.8%-21.6pp | 70.7%-13.6pp |
| Annual return | 18.59% | 22.75%-4.2pp | 134.41%-115.8pp | 34.37%-15.8pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,820-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $9,261 | $2,728+239.4% | $5,682+63.0% | $4,529+104.5% |
| Admin fee / account holder | $109 | $343-68.2% | $13,213-99.2% | $348-68.7% |