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 CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $870,097 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,391 | $66,513-45.3% | $178,510-79.6% | $106,273-65.8% |
| Participation rate | 95.0% | 73.8%+21.3pp | 81.9%+13.1pp | 70.8%+24.2pp |
| Annual return | 18.46% | 21.81%-3.4pp | 151.13%-132.7pp | 21.70%-3.2pp |
| Employer contribution / active EE | $2,256 | $1,776+27.0% | $5,011-55.0% | $2,722-17.1% |
| Participant deferral / active EE | $3,590 | $3,679-2.4% | $5,202-31.0% | $4,601-22.0% |
| Admin fee / account holder | $30 | $53-44.3% | $13,988-99.8% | $78-62.0% |