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 CO6 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,920,170 |
KPMG LLP6 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $113,833 |
Service code 15 · EIN 06-1541449 | Recordkeeping | $20,135 |
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 | $155,260 | $118,441+31.1% | $151,611+2.4% | $89,394+73.7% |
| Participation rate | 98.4% | 88.0%+10.5pp | 87.5%+10.9pp | 71.3%+27.1pp |
| Annual return | -16.18% | -9.10%-7.1pp | 3.33%-19.5pp | -11.89%-4.3pp |
| Employer contribution / active EE | $3,628 | $4,770-23.9% | $6,166-41.2% | $3,022+20.1% |
| Participant deferral / active EE | $10,816 | $7,648+41.4% | $8,363+29.3% | $5,123+111.1% |
| Admin fee / account holder | $45 | $90-50.1% | $11,616-99.6% | $79-43.7% |