Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $126,729 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,618 | $62,541+75.3% | $129,406-15.3% | $200,096-45.2% |
| Participation rate | 99.7% | 56.8%+42.9pp | 69.6%+30.0pp | 72.0%+27.7pp |
| Annual return | 12.43% | 16.95%-4.5pp | 9468.18%-9455.7pp | 34.26%-21.8pp |
| Employer contribution / active EE | $8,140 | $2,392+240.3% | $4,155+95.9% | $3,038+168.0% |
| Participant deferral / active EE | $3,061 | $3,123-2.0% | $4,167-26.6% | $5,090-39.9% |
| Admin fee / account holder | $45 | $167-72.9% | $7,689-99.4% | $269-83.2% |