Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID INST ASSET MGMT TRUST COMPANY Service code 28 · EIN 20-1733361 | Investment Management | $190,310 |
FID INV INST OPS CO5 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723380 | Actuarial | $25,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $438,681-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 13.5%-13.5pp |
| Annual return | 17.08% | 6.29%+10.8pp | 4.26%+12.8pp | 9.29%+7.8pp |
| Employer contribution / active EE | $33,333 | $12,206+173.1% | $54,767-39.1% | $15,168+119.8% |
| Participant deferral / active EE | $0 | $162-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,187-100.0% | $2,037-100.0% |