Filed October 18, 2022 (most recent of 19 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CP Service code 37 · EIN 04-2647786 | Loan Processing | $2,220,923 |
FID INV INST OPS CO3 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 | $62,743 | $68,330-8.2% | $149,740-58.1% | $96,393-34.9% |
| Participation rate | 86.4% | 74.6%+11.8pp | 78.8%+7.6pp | 71.3%+15.1pp |
| Annual return | 19.02% | 29.64%-10.6pp | 134.51%-115.5pp | 22.88%-3.9pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $5,971 | $4,422+35.0% | $5,683+5.1% | $5,455+9.5% |
| Admin fee / account holder | $46 | $52-12.5% | $13,222-99.7% | $74-38.4% |