Filed October 26, 2016 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INST OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,233 |
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 | $223,640 | $129,159+73.2% | $184,243+21.4% | $77,714+187.8% |
| Participation rate | 96.3% | 87.4%+8.9pp | 86.8%+9.5pp | 70.6%+25.7pp |
| Annual return | 11.25% | 33.22%-22.0pp | 28.82%-17.6pp | 31.26%-20.0pp |
| Employer contribution / active EE | $0 | $4,410-100.0% | $6,427-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $16 | $256-93.8% | $13,914-99.9% | $433-96.4% |