Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID INST INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
FID INV INST OPS CO7 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 | $70,788 | $53,344+32.7% | $121,214-41.6% | $74,478-5.0% |
| Participation rate | 64.6% | 60.0%+4.6pp | 69.5%-5.0pp | 70.7%-6.1pp |
| Annual return | 16.38% | 35.15%-18.8pp | 987.67%-971.3pp | 34.37%-18.0pp |
| Employer contribution / active EE | $933 | $1,898-50.8% | $4,171-77.6% | $2,637-64.6% |
| Participant deferral / active EE | $3,745 | $3,220+16.3% | $4,084-8.3% | $4,530-17.3% |
| Admin fee / account holder | -$1 | $382-100.3% | $5,647-100.0% | $347-100.4% |