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 CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $586,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,338 | $58,202-59.9% | $172,757-86.5% | $89,609-74.0% |
| Participation rate | 64.3% | 72.8%-8.5pp | 82.6%-18.3pp | 69.6%-5.3pp |
| Annual return | 20.90% | 61.59%-40.7pp | 803.06%-782.2pp | 33.65%-12.8pp |
| Employer contribution / active EE | $124 | $1,759-92.9% | $5,144-97.6% | $2,584-95.2% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $41 | $53-22.4% | $13,956-99.7% | $72-43.0% |