Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $38,997 |
FID INV INST OPS CO7 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,974 | $53,344+64.9% | $121,214-27.4% | $74,478+18.1% |
| Participation rate | 31.0% | 60.0%-29.0pp | 69.5%-38.6pp | 70.7%-39.8pp |
| Annual return | 15.68% | 35.15%-19.5pp | 987.67%-972.0pp | 34.37%-18.7pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,171-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,339 | $3,220-58.4% | $4,084-67.2% | $4,530-70.4% |
| Admin fee / account holder | $79 | $382-79.2% | $5,647-98.6% | $347-77.2% |