Filed November 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO Service code 11 · EIN 04-2647786 | Actuarial | $93,733 |
Filed as: BANK OF AMERICA N.A. Service code 21 · EIN 56-1938466 | Bank Trustee | $15,060 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 16.70% | 8.68%+8.0pp | 15.31%+1.4pp | 22.81%-6.1pp |
| Employer contribution / active EE | $0 | $9,089-100.0% | $28,686-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |