Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CP Service code 37 · EIN 04-2647786 | Loan Processing | $1,377,369 |
FID INV INST OPS CO1 year 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 | $69,070 | $68,062+1.5% | $185,854-62.8% | $106,520-35.2% |
| Participation rate | 79.0% | 75.2%+3.8pp | 81.7%-2.7pp | 71.3%+7.7pp |
| Annual return | 91.82% | 18.20%+73.6pp | 122.12%-30.3pp | 19.28%+72.5pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $4,954 | $3,990+24.2% | $5,569-11.0% | $4,948+0.1% |
| Admin fee / account holder | $34 | $53-36.1% | $16,246-99.8% | $75-54.7% |