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 | $38,853 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,826 | $58,969+59.1% | $129,406-27.5% | $77,762+20.7% |
| Participation rate | 32.2% | 59.5%-27.2pp | 69.6%-37.4pp | 70.6%-38.3pp |
| Annual return | 12.20% | 24.78%-12.6pp | 9468.18%-9456.0pp | 31.27%-19.1pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,263 | $3,224-60.8% | $4,167-69.7% | $4,651-72.8% |
| Admin fee / account holder | $78 | $593-86.8% | $7,689-99.0% | $433-81.9% |