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 | $896,004 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,944 | $68,062-42.8% | $185,854-79.0% | $106,520-63.4% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.7%+14.0pp | 71.3%+24.4pp |
| Annual return | 16.08% | 18.20%-2.1pp | 122.12%-106.0pp | 19.28%-3.2pp |
| Employer contribution / active EE | $2,635 | $1,997+31.9% | $5,169-49.0% | $2,840-7.2% |
| Participant deferral / active EE | $4,381 | $3,990+9.8% | $5,569-21.3% | $4,948-11.5% |
| Admin fee / account holder | $26 | $53-50.1% | $16,246-99.8% | $75-64.7% |