Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $7,877 |
FID INV INST OPS CO1+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,028 | $68,408+53.5% | $57,196+83.6% | $57,661+82.1% |
| Participation rate | 91.1% | 79.1%+12.0pp | 75.3%+15.8pp | 70.2%+20.9pp |
| Annual return | 1.62% | 8.51%-6.9pp | 14.59%-13.0pp | 5.13%-3.5pp |
| Employer contribution / active EE | $5,949 | $2,869+107.3% | $2,683+121.7% | $1,974+201.4% |
| Participant deferral / active EE | $6,181 | $2,903+112.9% | $3,096+99.6% | $3,061+102.0% |
| Admin fee / account holder | $5 | $70-93.0% | $3,141-99.8% | $95-94.8% |