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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,298 | $45,000-34.9% | $143,801-79.6% | $77,906-62.4% |
| Participation rate | 88.6% | 66.8%+21.8pp | 80.3%+8.3pp | 73.7%+14.9pp |
| Annual return | -16.41% | 29.03%-45.4pp | -0.04%-16.4pp | 12.16%-28.6pp |
| Employer contribution / active EE | $623 | $1,870-66.7% | $4,952-87.4% | $2,846-78.1% |
| Participant deferral / active EE | $3,985 | $3,157+26.2% | $5,639-29.3% | $4,805-17.1% |
| Admin fee / account holder | $9 | $98-90.5% | $14,680-99.9% | $133-92.9% |