Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $46,138 |
FID INV INST OPS CO3 years 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 | $85,191 | $47,648+78.8% | $130,648-34.8% | $67,579+26.1% |
| Participation rate | 27.7% | 60.4%-32.7pp | 71.7%-44.0pp | 71.3%-43.6pp |
| Annual return | 18.85% | 25.73%-6.9pp | 1708.96%-1690.1pp | 378.56%-359.7pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $933 | $2,616-64.3% | $3,603-74.1% | $3,539-73.6% |
| Admin fee / account holder | $89 | $105-15.5% | $5,464-98.4% | $142-37.6% |