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 CO6+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,866 | $54,121+19.9% | $134,162-51.7% | $73,415-11.6% |
| Participation rate | 50.5% | 64.4%-13.9pp | 72.2%-21.7pp | 72.2%-21.7pp |
| Annual return | 11.70% | -312.52%+324.2pp | 36.35%-24.6pp | 59.30%-47.6pp |
| Employer contribution / active EE | $612 | $1,402-56.3% | $3,705-83.5% | $2,234-72.6% |
| Participant deferral / active EE | $2,443 | $2,844-14.1% | $3,500-30.2% | $3,806-35.8% |
| Admin fee / account holder | -$1 | $132-100.6% | $6,685-100.0% | $158-100.5% |