Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $12,825 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,978 | $45,382-45.0% | $154,107-83.8% | $75,289-66.8% |
| Participation rate | 87.9% | 65.9%+22.0pp | 83.0%+4.9pp | 72.4%+15.5pp |
| Annual return | -4.67% | -0.47%-4.2pp | 735.12%-739.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $2,863 | $1,533+86.8% | $5,298-46.0% | $2,405+19.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $10 | $89-89.1% | $13,411-99.9% | $102-90.5% |