Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $33,211 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $212,383 | $164,350+29.2% | $95,968+121.3% | $106,273+99.8% |
| Participation rate | 98.9% | 90.5%+8.4pp | 77.1%+21.8pp | 70.8%+28.1pp |
| Annual return | 14.82% | 14.56%+0.3pp | 91.65%-76.8pp | 21.70%-6.9pp |
| Employer contribution / active EE | $0 | $4,292-100.0% | $2,542-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $0 | $7,854-100.0% | $4,167-100.0% | $4,601-100.0% |
| Admin fee / account holder | $1 | $65-98.6% | $6,798-100.0% | $78-98.8% |