Filed September 13, 2021 (most recent of 5 filings on file)
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| 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 | $91,710+70.2% | $67,560+131.0% | $77,762+100.7% |
| Participation rate | 99.9% | 76.0%+23.9pp | 72.9%+27.0pp | 70.6%+29.3pp |
| Annual return | 15.32% | 14.88%+0.4pp | 3533.50%-3518.2pp | 31.27%-15.9pp |
| Employer contribution / active EE | $7,293 | $3,187+128.8% | $2,737+166.5% | $2,728+167.3% |
| Participant deferral / active EE | $7,976 | $3,911+104.0% | $4,004+99.2% | $4,651+71.5% |
| Admin fee / account holder | $88 | $245-64.0% | $3,994-97.8% | $433-79.6% |