Filed July 27, 2011 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $46,494 |
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 | $107,483 | $58,828+82.7% | $78,002+37.8% | $62,881+70.9% |
| Participation rate | 84.3% | 71.1%+13.3pp | 75.5%+8.8pp | 69.3%+15.0pp |
| Annual return | 13.38% | 17.16%-3.8pp | 425.99%-412.6pp | 20.14%-6.8pp |
| Employer contribution / active EE | $5,097 | $1,672+204.9% | $2,470+106.3% | $2,281+123.4% |
| Participant deferral / active EE | $20,890 | $2,686+677.9% | $3,497+497.4% | $3,203+552.2% |
| Admin fee / account holder | $8 | $4,393-99.8% | $5,481-99.9% | $4,296-99.8% |