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 CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $78,341 |
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 | $32,126 | $47,456-32.3% | $172,753-81.4% | $77,775-58.7% |
| Participation rate | 76.3% | 66.3%+10.0pp | 82.6%-6.3pp | 73.2%+3.1pp |
| Annual return | 19.77% | 35.57%-15.8pp | 803.00%-783.2pp | 32.58%-12.8pp |
| Employer contribution / active EE | $2,708 | $1,574+72.0% | $5,144-47.4% | $2,504+8.2% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $62 | $81-22.9% | $13,956-99.6% | $100-37.7% |