Filed October 18, 2004 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $522,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,280 | $46,969-59.0% | $154,110-87.5% | $73,367-73.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 83.0%-0.3pp | 69.5%+13.3pp |
| Annual return | -5.16% | 821.68%-826.8pp | 735.22%-740.4pp | 173.45%-178.6pp |
| Employer contribution / active EE | $163 | $1,723-90.5% | $5,298-96.9% | $2,499-93.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $34 | $47-26.2% | $13,412-99.7% | $68-49.7% |