Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $46,125 |
FID INV INST OPS CO4 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 | $91,559 | $54,121+69.2% | $134,143-31.7% | $73,409+24.7% |
| Participation rate | 27.3% | 64.4%-37.0pp | 72.2%-44.8pp | 72.2%-44.8pp |
| Annual return | 12.21% | -312.52%+324.7pp | 36.33%-24.1pp | 59.29%-47.1pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,704-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $943 | $2,844-66.8% | $3,499-73.1% | $3,805-75.2% |
| Admin fee / account holder | $90 | $132-32.1% | $6,684-98.7% | $158-43.1% |