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| Provider | Service type | Compensation |
|---|---|---|
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: THE SILCHESTER INTL INVESTORS Service code 28 · EIN 36-7045783 | Investment Management | $51,991 |
CITIZENS BANK9 years Service code 19 · EIN 20-2635739 | Securities Custodian | $44,369 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $15,675 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,401 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $297,102-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 35.4%-35.4pp | 2.4%-2.4pp |
| Annual return | 6.75% | 7.94%-1.2pp | 7.91%-1.2pp | 7.94%-1.2pp |
| Employer contribution / active EE | $13,643 | $18,544-26.4% | $29,328-53.5% | $18,544-26.4% |
| Participant deferral / active EE | $0 | $1,093-100.0% | $17-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,077-100.0% | $200-100.0% |