Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 50 · EIN 04-2647786 | Direct Payment | $401,882 |
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 | $57,561 | $73,283-21.5% | $155,556-63.0% | $106,553-46.0% |
| Participation rate | 76.4% | 73.3%+3.2pp | 78.2%-1.8pp | 69.8%+6.6pp |
| Annual return | 25.91% | 15.76%+10.2pp | 64.84%-38.9pp | 17.37%+8.5pp |
| Employer contribution / active EE | $2,563 | $2,241+14.4% | $4,675-45.2% | $3,359-23.7% |
| Participant deferral / active EE | $4,114 | $4,567-9.9% | $5,631-26.9% | $5,562-26.0% |
| Admin fee / account holder | $38 | $56-32.9% | $15,885-99.8% | $80-52.9% |