Filed October 18, 2022 (most recent of 19 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CP Service code 37 · EIN 04-2647786 | Loan Processing | $2,087,553 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,421 | $83,057-34.5% | $143,757-62.1% | $89,394-39.1% |
| Participation rate | 84.1% | 74.0%+10.0pp | 80.3%+3.8pp | 71.3%+12.8pp |
| Annual return | -14.24% | -13.97%-0.3pp | -0.04%-14.2pp | -11.89%-2.4pp |
| Employer contribution / active EE | $0 | $2,095-100.0% | $4,951-100.0% | $3,022-100.0% |
| Participant deferral / active EE | $5,596 | $4,281+30.7% | $5,637-0.7% | $5,123+9.2% |
| Admin fee / account holder | $45 | $83-45.2% | $14,673-99.7% | $79-42.7% |