Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 50 · EIN 04-2647786 | Direct Payment | $188,420 |
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 | $43,105 | $47,456-9.2% | $172,757-75.0% | $77,775-44.6% |
| Participation rate | 89.8% | 66.3%+23.5pp | 82.6%+7.2pp | 73.2%+16.6pp |
| Annual return | 25.06% | 35.57%-10.5pp | 803.06%-778.0pp | 32.58%-7.5pp |
| Employer contribution / active EE | $3,117 | $1,574+98.0% | $5,144-39.4% | $2,504+24.5% |
| Participant deferral / active EE | $4,566 | $2,560+78.4% | $5,198-12.1% | $3,966+15.1% |
| Admin fee / account holder | $35 | $81-57.1% | $13,956-99.8% | $100-65.4% |