Filed December 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $275 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$64,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,230 | $44,007+7.3% | $154,107-69.4% | $68,904-31.5% |
| Participation rate | 95.7% | 70.0%+25.7pp | 83.0%+12.7pp | 74.1%+21.6pp |
| Annual return | -4.81% | 8.15%-13.0pp | 735.12%-739.9pp | 1.07%-5.9pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $4,785 | $2,813+70.1% | $5,081-5.8% | $4,015+19.2% |
| Admin fee / account holder | -$10 | $65-115.0% | $13,411-100.1% | $71-113.6% |