Filed June 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $219,262 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $144,956 | $105,581+37.3% | $70,492+105.6% | $90,274+60.6% |
| Participation rate | 60.2% | 77.5%-17.4pp | 75.1%-14.9pp | 73.4%-13.2pp |
| Annual return | 13.96% | 14.78%-0.8pp | 109.16%-95.2pp | 53.97%-40.0pp |
| Employer contribution / active EE | $3,666 | $3,304+11.0% | $2,738+33.9% | $2,523+45.3% |
| Participant deferral / active EE | $3,930 | $3,813+3.1% | $3,711+5.9% | $4,231-7.1% |
| Admin fee / account holder | $78 | $68+15.9% | $3,848-98.0% | $114-31.4% |