Filed September 19, 2018 (most recent of 4 filings on file)
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| 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 | $58,859+37.0% | $129,397-37.7% | $77,714+3.8% |
| Participation rate | 63.4% | 59.3%+4.1pp | 69.6%-6.2pp | 70.6%-7.2pp |
| Annual return | 12.24% | 24.74%-12.5pp | 9453.98%-9441.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $944 | $1,952-51.6% | $4,154-77.3% | $2,727-65.4% |
| Participant deferral / active EE | $3,585 | $3,215+11.5% | $4,167-14.0% | $4,649-22.9% |
| Admin fee / account holder | -$3 | $591-100.5% | $7,679-100.0% | $433-100.7% |