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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,659 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $72,559 | $106,212-31.7% | $98,090-26.0% | $71,012+2.2% |
| Participation rate | 85.6% | 76.8%+8.8pp | 81.5%+4.0pp | 58.6%+27.0pp |
| Annual return | 5.60% | 19.33%-13.7pp | 37.05%-31.4pp | 37.67%-32.1pp |
| Employer contribution / active EE | $0 | $3,373-100.0% | $3,606-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $0 | $8,077-100.0% | $7,845-100.0% | $3,246-100.0% |
| Admin fee / account holder | $72 | $357-79.7% | $11,815-99.4% | $1,167-93.8% |