Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID INST ASSET MGMT TRUST COMPANY Service code 28 · EIN 20-1733361 | Investment Management | $150,758 |
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723380 | Actuarial | $20,000 |
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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 | $105,125-100.0% | $215,441-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.7%-50.7pp | 14.6%-14.6pp |
| Annual return | -6.73% | -1.99%-4.7pp | 1.09%-7.8pp | 10.56%-17.3pp |
| Employer contribution / active EE | $5,386 | $9,499-43.3% | $57,621-90.7% | $13,643-60.5% |
| Participant deferral / active EE | $0 | $140-100.0% | $181-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $10,762-100.0% | $3,354-100.0% |