Filed February 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,394 |
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 | $64,228 | $68,408-6.1% | $57,196+12.3% | $57,658+11.4% |
| Participation rate | 92.3% | 79.1%+13.2pp | 75.3%+17.0pp | 70.2%+22.1pp |
| Annual return | 11.01% | 8.51%+2.5pp | 14.59%-3.6pp | 5.13%+5.9pp |
| Employer contribution / active EE | $6,545 | $2,869+128.1% | $2,683+144.0% | $1,974+231.6% |
| Participant deferral / active EE | $2,802 | $2,903-3.5% | $3,096-9.5% | $3,061-8.5% |
| Admin fee / account holder | $56 | $70-20.2% | $3,141-98.2% | $95-41.2% |