Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $22,878 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
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 | $193,531 | $176,688+9.5% | $130,660+48.1% | $152,914+26.6% |
| Participation rate | 0.0% | 79.0%-79.0pp | 71.7%-71.7pp | 82.5%-82.5pp |
| Annual return | 18.66% | 2693.08%-2674.4pp | 1709.29%-1690.6pp | 345.48%-326.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,852-100.0% |
| Admin fee / account holder | $204 | $7,131-97.1% | $5,463-96.3% | $11,601-98.2% |