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 CO9+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $147,125 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,184 |
FID INV INST OPS CO9+ years 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 | $156,095 | $91,680+70.3% | $67,524+131.2% | $77,692+100.9% |
| Participation rate | 99.9% | 76.0%+23.9pp | 72.9%+27.0pp | 70.6%+29.3pp |
| Annual return | 15.32% | 14.87%+0.5pp | 3519.41%-3504.1pp | 31.25%-15.9pp |
| Employer contribution / active EE | $7,293 | $3,186+128.9% | $2,734+166.8% | $2,726+167.5% |
| Participant deferral / active EE | $7,976 | $3,909+104.1% | $4,001+99.3% | $4,648+71.6% |
| Admin fee / account holder | $88 | $176-50.0% | $4,001-97.8% | $431-79.5% |