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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $1,285,166 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $117,792 |
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 | $37,155 | $68,330-45.6% | $149,740-75.2% | $96,393-61.5% |
| Participation rate | 96.1% | 74.6%+21.5pp | 78.8%+17.3pp | 71.3%+24.8pp |
| Annual return | 20.09% | 29.64%-9.5pp | 134.51%-114.4pp | 22.88%-2.8pp |
| Employer contribution / active EE | $2,761 | $2,139+29.0% | $4,821-42.7% | $3,239-14.8% |
| Participant deferral / active EE | $4,864 | $4,422+10.0% | $5,683-14.4% | $5,455-10.8% |
| Admin fee / account holder | $33 | $52-35.7% | $13,222-99.7% | $74-54.7% |