Filed January 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-2723880 | Directed Trustee | $0 |
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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.
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 | $0 | $198,586-100.0% | $1,964,387-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 14.3%-14.3pp | 13.5%-13.5pp |
| Annual return | 15.57% | 9.29%+6.3pp | 21681.50%-21665.9pp | 9.29%+6.3pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $87,430-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $70-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $3,693-100.0% | $2,037-100.0% |