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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $19,133 |
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 | $74,431 | $52,293+42.3% | $178,503-58.3% | $73,412+1.4% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.2pp |
| Annual return | 13.66% | 34.75%-21.1pp | 151.12%-137.5pp | 59.30%-45.6pp |
| Employer contribution / active EE | $3,181 | $1,736+83.2% | $5,011-36.5% | $2,234+42.4% |
| Participant deferral / active EE | $3,294 | $2,333+41.2% | $5,202-36.7% | $3,806-13.5% |
| Admin fee / account holder | $40 | $127-68.8% | $13,987-99.7% | $158-74.8% |