Filed June 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $247,564 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
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 | $119,677 | $204,517-41.5% | $69,480+72.2% | $77,775+53.9% |
| Participation rate | 99.0% | 74.6%+24.4pp | 74.6%+24.4pp | 73.2%+25.8pp |
| Annual return | 19.33% | 22.10%-2.8pp | 28.99%-9.7pp | 32.58%-13.2pp |
| Employer contribution / active EE | $7,060 | $3,548+99.0% | $2,780+154.0% | $2,504+181.9% |
| Participant deferral / active EE | $5,357 | $3,478+54.0% | $3,537+51.5% | $3,966+35.1% |
| Admin fee / account holder | $82 | $101-18.1% | $3,840-97.9% | $100-17.7% |