Filed September 13, 2021 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $9,737 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,700 |
FID INV INST OPS CO3+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPS CP Service code 60 | Sub-TA Fees | $0 |
F.ID. INV. INST. OPS. CO1 year Filed as: ID INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,042 | $70,083+84.1% | $59,899+115.4% | $55,727+131.6% |
| Participation rate | 91.1% | 78.4%+12.7pp | 74.7%+16.4pp | 70.9%+20.2pp |
| Annual return | 9.03% | 3.13%+5.9pp | 3.46%+5.6pp | 244.94%-235.9pp |
| Employer contribution / active EE | $6,270 | $2,878+117.8% | $2,723+130.3% | $2,078+201.7% |
| Participant deferral / active EE | $6,598 | $3,079+114.3% | $3,403+93.9% | $3,356+96.6% |
| Admin fee / account holder | $12 | $70-82.8% | $3,592-99.7% | $115-89.5% |