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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $43,689 |
BAKER & HOSTETLER LLP1 year Service code 29 · EIN 34-0082025 | Legal | $7,670 |
FID INV INST OPS CO2 years Filed as: FID INV INTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,191 | $37,196+16.1% | $154,108-72.0% | $55,725-22.5% |
| Participation rate | 97.1% | 64.1%+33.0pp | 83.0%+14.1pp | 70.9%+26.2pp |
| Annual return | -3.31% | 1319.68%-1323.0pp | 735.21%-738.5pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,509 | $1,614+55.4% | $5,298-52.6% | $2,078+20.7% |
| Participant deferral / active EE | $2,088 | $2,068+1.0% | $5,081-58.9% | $3,356-37.8% |
| Admin fee / account holder | $79 | $102-22.6% | $13,411-99.4% | $115-31.7% |