Filed September 19, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID INV INSTL OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,823 |
FID INV INST OPS CO7 years Service code 60 | Sub-TA Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,712 | $156,986+18.3% | $121,214+53.2% | $139,500+33.1% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | 15.18% | 1477.67%-1462.5pp | 987.67%-972.5pp | 373.99%-358.8pp |
| Employer contribution / active EE | $0 | $5,547-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $4,850-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $167 | $6,947-97.6% | $5,647-97.1% | $11,410-98.5% |