Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $400 |
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.
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 | $62,151 | $140,578-55.8% | $100,671-38.3% | $125,389-50.4% |
| Participation rate | 0.0% | 80.4%-80.4pp | 70.7%-70.7pp | 83.2%-83.2pp |
| Annual return | -0.71% | 24.67%-25.4pp | 20.43%-21.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |