Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,821 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
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 | $48,819 | $45,324+7.7% | $122,354-60.1% | $69,634-29.9% |
| Participation rate | 46.6% | 59.9%-13.3pp | 71.6%-25.0pp | 70.7%-24.1pp |
| Annual return | 15.18% | 25.35%-10.2pp | 30.28%-15.1pp | 27572.26%-27557.1pp |
| Employer contribution / active EE | $501 | $1,230-59.3% | $4,051-87.6% | $2,032-75.4% |
| Participant deferral / active EE | $1,924 | $2,367-18.7% | $3,287-41.5% | $3,224-40.3% |
| Admin fee / account holder | $85 | $87-2.3% | $5,479-98.4% | $110-23.0% |