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 CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $548,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,358 | $68,062-43.6% | $185,854-79.4% | $106,520-64.0% |
| Participation rate | 36.6% | 75.2%-38.6pp | 81.7%-45.1pp | 71.3%-34.7pp |
| Annual return | 13.68% | 18.20%-4.5pp | 122.12%-108.4pp | 19.28%-5.6pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $39 | $53-26.2% | $16,246-99.8% | $75-47.8% |