Filed May 27, 2015 (most recent of 4 filings on file)
Total covered: 755 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $2,256,304 |
KPMG LLP3 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $108,350 |
Service code 16 · EIN 53-0181291 | Consulting | $70,875 |
Service code 15 · EIN 06-1541449 | Recordkeeping | $18,730 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,049 | $121,259+19.6% | $162,163-10.6% | $89,569+61.9% |
| Participation rate | 97.8% | 90.0%+7.7pp | 87.6%+10.2pp | 69.6%+28.2pp |
| Annual return | 21.07% | 22.23%-1.2pp | 115.59%-94.5pp | 34.56%-13.5pp |
| Employer contribution / active EE | $3,110 | $4,435-29.9% | $5,614-44.6% | $2,584+20.3% |
| Participant deferral / active EE | $9,083 | $6,620+37.2% | $7,298+24.5% | $4,220+115.2% |
| Admin fee / account holder | $54 | $101-46.5% | $10,843-99.5% | $72-24.7% |