Filed January 20, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-2723880 | Directed Trustee | $18,500 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $4,400 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,286,405-100.0% | $2,286,405-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 10.5%-10.5pp | 37.6%-37.6pp |
| Annual return | -4.14% | 0.51%-4.6pp | 4.92%-9.1pp | 9.30%-13.4pp |
| Employer contribution / active EE | $0 | $61,097-100.0% | $39,114-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $12,596-100.0% |