Filed June 14, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 50 · EIN 04-2647786 | Direct Payment | $216,014 |
TIAA8+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $7,800 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,152 | $98,780+23.7% | $60,919+100.5% | $77,906+56.8% |
| Participation rate | 69.0% | 76.7%-7.6pp | 73.1%-4.1pp | 73.7%-4.7pp |
| Annual return | -14.79% | -11.56%-3.2pp | 16.98%-31.8pp | 12.16%-26.9pp |
| Employer contribution / active EE | $3,775 | $3,605+4.7% | $2,704+39.6% | $2,846+32.6% |
| Participant deferral / active EE | $4,427 | $4,200+5.4% | $3,814+16.1% | $4,805-7.9% |
| Admin fee / account holder | $72 | $89-18.5% | $3,226-97.8% | $133-45.5% |