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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $9,853 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $298,482 | $84,993+251.2% | $130,045+129.5% | $80,157+272.4% |
| Participation rate | 98.7% | 79.5%+19.2pp | 78.5%+20.2pp | 72.9%+25.8pp |
| Annual return | 16.99% | 23.76%-6.8pp | -137.30%+154.3pp | 40.39%-23.4pp |
| Employer contribution / active EE | $16,784 | $3,051+450.1% | $4,321+288.4% | $2,977+463.7% |
| Participant deferral / active EE | $10,015 | $4,984+100.9% | $5,820+72.1% | $5,015+99.7% |
| Admin fee / account holder | -$2 | $391-100.5% | $10,600-100.0% | $145-101.3% |