Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INST INV OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $38,853 |
FID INV INST OPS CO8 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 | $93,826 | $58,778+59.6% | $129,207-27.4% | $77,643+20.8% |
| Participation rate | 32.2% | 59.2%-27.0pp | 69.6%-37.4pp | 70.6%-38.3pp |
| Annual return | 12.20% | 24.73%-12.5pp | 9417.33%-9405.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,153-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,263 | $3,212-60.7% | $4,168-69.7% | $4,647-72.8% |
| Admin fee / account holder | $78 | $589-86.7% | $7,715-99.0% | $430-81.8% |