Filed September 19, 2018 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,667 | $58,969+36.8% | $129,406-37.7% | $77,762+3.7% |
| Participation rate | 63.4% | 59.5%+3.9pp | 69.6%-6.3pp | 70.6%-7.2pp |
| Annual return | 12.24% | 24.78%-12.5pp | 9468.18%-9455.9pp | 31.27%-19.0pp |
| Employer contribution / active EE | $944 | $1,959-51.8% | $4,155-77.3% | $2,728-65.4% |
| Participant deferral / active EE | $3,585 | $3,224+11.2% | $4,167-14.0% | $4,651-22.9% |
| Admin fee / account holder | -$3 | $593-100.5% | $7,689-100.0% | $433-100.7% |