Filed October 20, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID. INVEST INSTIT. OPER. CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $10,108 |
FID INV INST OPS CO3+ years Filed as: FID. INVEST. INSTIT. OPER. CO LLC Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,371 | $50,151+273.6% | $149,696+25.2% | $80,157+133.8% |
| Participation rate | 73.4% | 64.3%+9.1pp | 78.8%-5.3pp | 72.9%+0.5pp |
| Annual return | 17.19% | 29.80%-12.6pp | 134.46%-117.3pp | 40.39%-23.2pp |
| Employer contribution / active EE | $14,092 | $1,867+654.9% | $4,821+192.3% | $2,977+373.3% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $7 | $153-95.6% | $13,212-99.9% | $145-95.3% |