Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Service code 50 · EIN 04-2647786 | Direct Payment | $320,836 |
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 | $63,103 | $59,312+6.4% | $149,740-57.9% | $103,657-39.1% |
| Participation rate | 72.9% | 70.3%+2.6pp | 78.8%-5.9pp | 73.4%-0.5pp |
| Annual return | 19.00% | 78.03%-59.0pp | 134.51%-115.5pp | 33.13%-14.1pp |
| Employer contribution / active EE | $2,583 | $2,187+18.1% | $4,821-46.4% | $3,216-19.7% |
| Participant deferral / active EE | $4,355 | $3,719+17.1% | $5,683-23.4% | $5,218-16.5% |
| Admin fee / account holder | $44 | $103-57.0% | $13,222-99.7% | $114-61.3% |