Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $44,158 |
FID INV INST OPS CO5 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,643 | $62,723+47.7% | $142,908-35.2% | $86,828+6.7% |
| Participation rate | 30.8% | 62.6%-31.7pp | 72.0%-41.1pp | 72.3%-41.5pp |
| Annual return | 13.01% | 17.62%-4.6pp | 5640.16%-5627.2pp | 97.95%-84.9pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,146-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $947 | $3,039-68.8% | $3,838-75.3% | $4,132-77.1% |
| Admin fee / account holder | $86 | $140-38.4% | $6,560-98.7% | $170-49.3% |