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 CO5+ years Filed as: FID INV INSTL OPS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $71,127 |
FID INV INST OPS CO5+ years Filed as: FID INV INTL OPS CO Service code 60 | Sub-TA 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 | $240,415 | $85,175+182.3% | $172,757+39.2% | $72,977+229.4% |
| Participation rate | 20.5% | 70.1%-49.6pp | 82.6%-62.2pp | 69.5%-49.0pp |
| Annual return | 18.53% | 27.32%-8.8pp | 803.06%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $240 | $5,880-95.9% | $13,956-98.3% | $5,124-95.3% |