Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $47,220 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,861 | $39,898+100.2% | $121,196-34.1% | $55,725+43.3% |
| Participation rate | 26.9% | 61.2%-34.4pp | 71.7%-44.9pp | 70.9%-44.0pp |
| Annual return | -4.30% | -0.96%-3.3pp | 16.93%-21.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $825 | $2,439-66.2% | $3,344-75.3% | $3,356-75.4% |
| Admin fee / account holder | $91 | $95-4.0% | $5,019-98.2% | $115-20.7% |