Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT TRUST COMPANY Service code 28 · EIN 20-1733361 | Investment Management | $177,594 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723380 | Actuarial | $20,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 14.77% | 13.95%+0.8pp | 8.55%+6.2pp | 13.95%+0.8pp |
| Employer contribution / active EE | $4 | $16,598-100.0% | $55,494-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |