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 INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,324 |
FID INV INST OPS CO8 years Service code 60 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,609 | $169,237+29.8% | $129,339+69.8% | $145,978+50.4% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 12.00% | 14364.43%-14352.4pp | 9437.05%-9425.1pp | 550.52%-538.5pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,210 | $9,882-37.2% | $7,668-19.0% | $13,400-53.7% |