Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $61,001 |
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 | $90,036 | $50,150+79.5% | $149,723-39.9% | $80,169+12.3% |
| Participation rate | 97.2% | 64.3%+32.9pp | 78.8%+18.5pp | 72.9%+24.3pp |
| Annual return | 19.24% | 29.80%-10.6pp | 134.50%-115.3pp | 40.39%-21.2pp |
| Employer contribution / active EE | $4,267 | $1,868+128.4% | $4,821-11.5% | $2,978+43.3% |
| Participant deferral / active EE | $6,216 | $3,195+94.6% | $5,682+9.4% | $5,016+23.9% |
| Admin fee / account holder | $16 | $153-89.6% | $13,215-99.9% | $145-89.0% |