Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $182,970 | $153,311+19.3% | $109,313+67.4% | $273,973-33.2% |
| Participation rate | 0.0% | 80.1%-80.1pp | 71.3%-71.3pp | 83.0%-83.0pp |
| Annual return | 7.78% | 29.86%-22.1pp | 22.07%-14.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $63 | $8,076-99.2% | $5,666-98.9% | $10,133-99.4% |