Filed February 7, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $619,156 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $365,490 |
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 | $64,921 | $58,202+11.5% | $172,757-62.4% | $89,609-27.6% |
| Participation rate | 73.7% | 72.8%+0.9pp | 82.6%-9.0pp | 69.6%+4.1pp |
| Annual return | 24.59% | 61.59%-37.0pp | 803.06%-778.5pp | 33.65%-9.1pp |
| Employer contribution / active EE | $1,836 | $1,759+4.4% | $5,144-64.3% | $2,584-29.0% |
| Participant deferral / active EE | $3,633 | $3,335+9.0% | $5,198-30.1% | $4,222-13.9% |
| Admin fee / account holder | $41 | $53-22.7% | $13,956-99.7% | $72-43.3% |