Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $43,498 |
FID INV INST OPS CO6 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,757 | $47,898+66.5% | $117,472-32.1% | $64,808+23.1% |
| Participation rate | 30.7% | 61.9%-31.2pp | 70.6%-39.9pp | 71.5%-40.8pp |
| Annual return | -14.38% | -15.54%+1.2pp | 29.74%-44.1pp | 32.82%-47.2pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,077 | $3,151-65.8% | $4,070-73.5% | $4,310-75.0% |
| Admin fee / account holder | $90 | $132-31.8% | $5,645-98.4% | $188-52.2% |