Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $135,562 |
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 | $75,808 | $45,000+68.5% | $143,797-47.3% | $77,906-2.7% |
| Participation rate | 96.5% | 66.8%+29.6pp | 80.3%+16.1pp | 73.7%+22.8pp |
| Annual return | -16.83% | 29.03%-45.9pp | -0.04%-16.8pp | 12.16%-29.0pp |
| Employer contribution / active EE | $4,266 | $1,870+128.2% | $4,952-13.9% | $2,846+49.9% |
| Participant deferral / active EE | $6,242 | $3,157+97.7% | $5,638+10.7% | $4,805+29.9% |
| Admin fee / account holder | $35 | $98-64.1% | $14,679-99.8% | $133-73.3% |