Filed October 24, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INVST INSTL OPS CO Service code 16 · EIN 04-2647786 | Consulting | $304,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,398 | $145,906-79.2% | $67,560-55.0% | $106,553-71.5% |
| Participation rate | 52.6% | 67.1%-14.5pp | 72.9%-20.3pp | 69.8%-17.2pp |
| Annual return | 0.00% | 15.10%-15.1pp | 3533.50%-3533.5pp | 17.37%-17.4pp |
| Employer contribution / active EE | $1,797 | $6,028-70.2% | $2,737-34.3% | $3,359-46.5% |
| Participant deferral / active EE | $1,071 | $5,093-79.0% | $4,004-73.3% | $5,562-80.8% |
| Admin fee / account holder | $33 | $38-12.6% | $3,994-99.2% | $80-58.5% |