Filed April 30, 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 INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,202 | $45,000+16.0% | $143,801-63.7% | $77,906-33.0% |
| Participation rate | 94.1% | 66.8%+27.3pp | 80.3%+13.8pp | 73.7%+20.4pp |
| Annual return | 1138.64% | 29.03%+1109.6pp | -0.04%+1138.7pp | 12.16%+1126.5pp |
| Employer contribution / active EE | $1,088 | $1,870-41.8% | $4,952-78.0% | $2,846-61.8% |
| Participant deferral / active EE | $4,148 | $3,157+31.4% | $5,639-26.4% | $4,805-13.7% |
| Admin fee / account holder | $5 | $98-95.3% | $14,680-100.0% | $133-96.5% |