Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,173,372 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $11,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,441 | $53,684+7.0% | $170,435-66.3% | $80,976-29.1% |
| Participation rate | 72.3% | 69.2%+3.1pp | 83.6%-11.3pp | 68.3%+4.0pp |
| Annual return | 19.40% | 25.97%-6.6pp | 205.94%-186.5pp | 22.91%-3.5pp |
| Employer contribution / active EE | $1,553 | $1,642-5.4% | $5,432-71.4% | $2,402-35.3% |
| Participant deferral / active EE | $3,225 | $3,017+6.9% | $4,939-34.7% | $3,848-16.2% |
| Admin fee / account holder | $74 | $46+58.9% | $13,881-99.5% | $67+9.2% |