Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CP Service code 37 · EIN 04-2647786 | Loan Processing | $2,357,876 |
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,728 | $73,283-4.9% | $155,556-55.2% | $106,553-34.6% |
| Participation rate | 87.2% | 73.3%+13.9pp | 78.2%+9.0pp | 69.8%+17.4pp |
| Annual return | 14.16% | 15.76%-1.6pp | 64.84%-50.7pp | 17.37%-3.2pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $6,328 | $4,567+38.6% | $5,631+12.4% | $5,562+13.8% |
| Admin fee / account holder | $46 | $56-17.4% | $15,885-99.7% | $80-42.0% |