Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $124,199 |
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 | $60,164 | $45,382+32.6% | $154,108-61.0% | $75,289-20.1% |
| Participation rate | 97.4% | 65.9%+31.5pp | 83.0%+14.3pp | 72.4%+24.9pp |
| Annual return | -4.92% | -0.47%-4.5pp | 735.21%-740.1pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,762 | $1,533+145.4% | $5,298-29.0% | $2,405+56.4% |
| Participant deferral / active EE | $4,510 | $2,384+89.2% | $5,081-11.2% | $3,739+20.6% |
| Admin fee / account holder | $37 | $89-58.6% | $13,411-99.7% | $102-63.9% |