Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9 years Filed as: FID INST ASSET MGMT TRUST COMPANY Service code 28 · EIN 20-4659714 | Investment Management | $171,169 |
FID INV INST OPS CO9 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723380 | Actuarial | $20,000 |
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Annual investment return 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 | $52,198-100.0% | $663,797-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 11.0%-11.0pp |
| Annual return | -0.37% | 9.06%-9.4pp | 8.13%-8.5pp | 8.21%-8.6pp |
| Employer contribution / active EE | $42,857 | $13,463+218.3% | $42,719+0.3% | $13,837+209.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $13,741-100.0% | $1,652-100.0% |