Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $266,918 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPER CO, INC. Service code 60 | Sub-TA Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,904 | $114,884-44.4% | $60,919+4.9% | $89,433-28.5% |
| Participation rate | 98.1% | 70.1%+28.0pp | 73.1%+25.0pp | 71.3%+26.8pp |
| Annual return | -13.30% | -13.42%+0.1pp | 16.98%-30.3pp | -11.88%-1.4pp |
| Employer contribution / active EE | $0 | $5,609-100.0% | $2,704-100.0% | $3,021-100.0% |
| Participant deferral / active EE | $6,643 | $4,846+37.1% | $3,814+74.2% | $5,125+29.6% |
| Admin fee / account holder | $18 | $37-53.0% | $3,226-99.5% | $79-77.9% |