Filed February 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,763 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,893 | $67,166-13.8% | $57,356+0.9% | $55,191+4.9% |
| Participation rate | 91.8% | 77.7%+14.1pp | 75.1%+16.7pp | 69.2%+22.6pp |
| Annual return | 6.78% | 4.22%+2.6pp | 24.41%-17.6pp | 10.78%-4.0pp |
| Employer contribution / active EE | $6,100 | $2,812+116.9% | $2,689+126.9% | $1,899+221.3% |
| Participant deferral / active EE | $2,658 | $2,835-6.2% | $3,162-15.9% | $3,046-12.7% |
| Admin fee / account holder | $53 | $44+22.8% | $3,357-98.4% | $91-41.1% |