Filed March 5, 2020 (most recent of 4 filings on file)
Total covered: 357 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $260,596 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,054 | $2,703,213-87.9% | $165,100+98.1% | $200,096+63.4% |
| Participation rate | 98.7% | 78.4%+20.2pp | 78.6%+20.1pp | 72.0%+26.7pp |
| Annual return | 12.92% | 17.97%-5.1pp | 70.21%-57.3pp | 34.26%-21.3pp |
| Employer contribution / active EE | $17,314 | $2,973+482.5% | $4,348+298.2% | $3,038+470.0% |
| Participant deferral / active EE | $10,402 | $5,021+107.2% | $6,035+72.3% | $5,090+104.4% |
| Admin fee / account holder | -$1 | $1,999-100.1% | $12,696-100.0% | $269-100.4% |