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| Provider | Service type | Compensation |
|---|---|---|
FNZ TRUST COMPANY1 year Service code 19 · EIN 04-1867445 | Securities Custodian | $125,820 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 4.52% | 15.63%-11.1pp | 9.78%-5.3pp | 15.63%-11.1pp |
| Employer contribution / active EE | $31,789 | $11,476+177.0% | $46,889-32.2% | $11,476+177.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |