Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,671 | $47,078-22.1% | $100,671-63.6% | $55,191-33.6% |
| Participation rate | 45.2% | 58.0%-12.8pp | 70.7%-25.5pp | 69.2%-24.0pp |
| Annual return | -1.15% | 0.65%-1.8pp | 20.43%-21.6pp | 10.78%-11.9pp |
| Employer contribution / active EE | $465 | $1,065-56.4% | $4,012-88.4% | $1,899-75.5% |
| Participant deferral / active EE | $1,805 | $2,038-11.4% | $3,144-42.6% | $3,046-40.7% |
| Admin fee / account holder | $17 | $153-88.7% | $4,850-99.6% | $91-80.9% |