Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $1,055,697 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,592 |
FID INV INST OPS CO1 year Filed as: FID INV INST OPS LLC Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,251 | $59,312+10.0% | $149,740-56.4% | $103,657-37.1% |
| Participation rate | 91.4% | 70.3%+21.1pp | 78.8%+12.6pp | 73.4%+18.0pp |
| Annual return | 21.14% | 78.03%-56.9pp | 134.51%-113.4pp | 33.13%-12.0pp |
| Employer contribution / active EE | $1,198 | $2,187-45.2% | $4,821-75.2% | $3,216-62.7% |
| Participant deferral / active EE | $5,511 | $3,719+48.2% | $5,683-3.0% | $5,218+5.6% |
| Admin fee / account holder | $104 | $103+1.5% | $13,222-99.2% | $114-8.7% |