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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 | $65,191+11.3% | $92,805-21.8% | $65,191+11.3% |
| Participation rate | 85.6% | 63.0%+22.6pp | 83.5%+2.1pp | 63.0%+22.6pp |
| Annual return | 5.60% | 51.24%-45.6pp | 31.59%-26.0pp | 51.24%-45.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,424-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $8,448-100.0% | $2,671-100.0% |
| Admin fee / account holder | $72 | $907-92.0% | $10,911-99.3% | $907-92.0% |