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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,251 | $59,339+10.0% | $149,673-56.4% | $103,482-36.9% |
| Participation rate | 91.4% | 70.2%+21.2pp | 78.8%+12.6pp | 73.3%+18.1pp |
| Annual return | 21.14% | 77.78%-56.6pp | 134.42%-113.3pp | 33.11%-12.0pp |
| Employer contribution / active EE | $1,198 | $2,178-45.0% | $4,818-75.1% | $3,208-62.7% |
| Participant deferral / active EE | $5,511 | $3,716+48.3% | $5,680-3.0% | $5,207+5.8% |
| Admin fee / account holder | $104 | $103+1.1% | $13,210-99.2% | $114-8.7% |