Filed January 25, 2015 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INV INTL OPS CO Service code 56 · EIN 04-2647786 | Non-monetary compensation | $194,569 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,887 | $43,110-9.8% | $156,551-75.2% | $65,292-40.4% |
| Participation rate | 94.8% | 69.3%+25.5pp | 84.0%+10.8pp | 72.4%+22.4pp |
| Annual return | 12.03% | 11.24%+0.8pp | 32.23%-20.2pp | 11.84%+0.2pp |
| Employer contribution / active EE | $4,353 | $1,702+155.8% | $5,501-20.9% | $2,302+89.1% |
| Participant deferral / active EE | $6,115 | $2,520+142.7% | $4,871+25.5% | $3,579+70.9% |
| Admin fee / account holder | $33 | $47-30.9% | $13,028-99.7% | $57-43.1% |