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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $30,406 |
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 | $53,682 | $62,928-14.7% | $172,752-68.9% | $67,579-20.6% |
| Participation rate | 96.8% | 64.5%+32.3pp | 82.6%+14.2pp | 71.3%+25.5pp |
| Annual return | 16.49% | 30.36%-13.9pp | 802.97%-786.5pp | 378.56%-362.1pp |
| Employer contribution / active EE | $2,577 | $1,636+57.5% | $5,144-49.9% | $2,148+20.0% |
| Participant deferral / active EE | $2,250 | $2,145+4.9% | $5,198-56.7% | $3,539-36.4% |
| Admin fee / account holder | $49 | $167-70.5% | $13,955-99.6% | $142-65.5% |