Filed February 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $31,134 |
STRATEGOC ADVISORS INC1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,023 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
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 | $133,357 | $84,948+57.0% | $70,462+89.3% | $73,412+81.7% |
| Participation rate | 99.4% | 79.9%+19.5pp | 75.1%+24.4pp | 72.2%+27.3pp |
| Annual return | 15.81% | 13.39%+2.4pp | 109.08%-93.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $8,415 | $2,834+196.9% | $2,737+207.4% | $2,234+276.7% |
| Participant deferral / active EE | $4,525 | $3,387+33.6% | $3,710+22.0% | $3,806+18.9% |
| Admin fee / account holder | $94 | $98-4.6% | $3,845-97.6% | $158-40.7% |