Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 50 · EIN 04-2647786 | Direct Payment | $112,440 |
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 | $32,259 | $44,989-28.3% | $170,435-81.1% | $77,958-58.6% |
| Participation rate | 86.3% | 64.6%+21.7pp | 83.6%+2.7pp | 71.6%+14.6pp |
| Annual return | 31.80% | 19.61%+12.2pp | 205.94%-174.1pp | 20.87%+10.9pp |
| Employer contribution / active EE | $2,959 | $1,466+101.8% | $5,432-45.5% | $2,310+28.1% |
| Participant deferral / active EE | $4,019 | $2,208+82.1% | $4,939-18.6% | $3,537+13.7% |
| Admin fee / account holder | $24 | $69-64.6% | $13,881-99.8% | $97-74.9% |