Filed December 17, 2021 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 28 · EIN 04-2647786 | Investment Management | $74,916 |
Service code 16 · EIN 45-4118952 | Consulting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,462 | $113,568+14.0% | $67,560+91.6% | $200,096-35.3% |
| Participation rate | 79.3% | 73.3%+6.0pp | 72.9%+6.4pp | 72.0%+7.3pp |
| Annual return | 13.96% | 15.88%-1.9pp | 3533.50%-3519.5pp | 34.26%-20.3pp |
| Employer contribution / active EE | $4,569 | $3,409+34.0% | $2,737+67.0% | $3,038+50.4% |
| Participant deferral / active EE | $6,590 | $4,163+58.3% | $4,004+64.6% | $5,090+29.5% |
| Admin fee / account holder | $47 | $102-53.8% | $3,994-98.8% | $269-82.4% |