Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $48,621 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,214 | $45,324+99.0% | $122,332-26.3% | $69,631+29.6% |
| Participation rate | 26.5% | 59.9%-33.5pp | 71.6%-45.1pp | 70.7%-44.2pp |
| Annual return | 14.11% | 25.35%-11.2pp | 30.27%-16.2pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,050-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $809 | $2,367-65.8% | $3,287-75.4% | $3,224-74.9% |
| Admin fee / account holder | $96 | $87+10.9% | $5,478-98.2% | $110-12.6% |