Filed August 8, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $247,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,906 | $111,064+14.3% | $67,652+87.6% | $69,651+82.2% |
| Participation rate | 97.2% | 86.0%+11.2pp | 75.7%+21.5pp | 66.6%+30.6pp |
| Annual return | 3.42% | 2.77%+0.6pp | 6625.04%-6621.6pp | 53.77%-50.4pp |
| Employer contribution / active EE | $4,824 | $3,328+44.9% | $2,266+112.9% | $2,241+115.3% |
| Participant deferral / active EE | $11,231 | $6,396+75.6% | $3,560+215.5% | $3,635+208.9% |
| Admin fee / account holder | $4 | $72-94.9% | $4,821-99.9% | $63-94.2% |