Filed October 26, 2016 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,758 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,715 | $100,272+104.2% | $170,055+20.4% | $74,478+174.9% |
| Participation rate | 96.3% | 87.4%+8.9pp | 87.0%+9.3pp | 70.7%+25.6pp |
| Annual return | 12.32% | 66.12%-53.8pp | 53.43%-41.1pp | 34.37%-22.1pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $20 | $235-91.7% | $12,828-99.8% | $347-94.4% |