Filed June 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $205,922 |
TIAA7+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $10,668 |
FID INV INST OPS CO7+ years Service code 60 | Sub-TA Fees | $0 |
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 | $145,574 | $120,057+21.3% | $75,728+92.2% | $93,010+56.5% |
| Participation rate | 96.1% | 77.3%+18.8pp | 74.8%+21.2pp | 73.9%+22.2pp |
| Annual return | 13.33% | 19.62%-6.3pp | 104.66%-91.3pp | 158.70%-145.4pp |
| Employer contribution / active EE | $3,562 | $3,253+9.5% | $2,743+29.9% | $2,705+31.7% |
| Participant deferral / active EE | $6,057 | $4,089+48.1% | $3,820+58.5% | $4,561+32.8% |
| Admin fee / account holder | $69 | $81-14.9% | $3,620-98.1% | $152-54.3% |