Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $157,855 |
FID INV INST OPS CO5 years Service code 60 | Sub-TA Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,989 | $62,943+66.8% | $142,908-26.5% | $93,010+12.9% |
| Participation rate | 99.1% | 63.3%+35.8pp | 72.0%+27.2pp | 73.9%+25.2pp |
| Annual return | 13.07% | 16.28%-3.2pp | 5640.16%-5627.1pp | 158.70%-145.6pp |
| Employer contribution / active EE | $7,791 | $1,374+467.2% | $4,146+87.9% | $2,705+188.0% |
| Participant deferral / active EE | $2,863 | $2,841+0.8% | $3,838-25.4% | $4,561-37.2% |
| Admin fee / account holder | $60 | $103-41.6% | $6,560-99.1% | $152-60.4% |