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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY TRUST COMPANY INT. Service code 19 · EIN 13-3209846 ONE MADISON AVENUE, SUITE 2000 · NEW YORK, NY 10010 | Securities Custodian | $121,212 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 12.60% | 10.25%+2.4pp | 8.34%+4.3pp | 8.21%+4.4pp |
| Employer contribution / active EE | $12,727 | $16,685-23.7% | $30,790-58.7% | $13,841-8.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |