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 | $2,687,218-87.8% | $164,975+98.2% | $199,921+63.6% |
| Participation rate | 98.7% | 78.3%+20.4pp | 78.6%+20.1pp | 72.0%+26.7pp |
| Annual return | 12.92% | 17.94%-5.0pp | 70.12%-57.2pp | 34.28%-21.4pp |
| Employer contribution / active EE | $17,314 | $2,958+485.3% | $4,343+298.7% | $3,035+470.4% |
| Participant deferral / active EE | $10,402 | $5,002+108.0% | $6,033+72.4% | $5,089+104.4% |
| Admin fee / account holder | -$1 | $1,988-100.1% | $12,688-100.0% | $269-100.4% |