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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC1+ years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $89,921 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $39,830 |
FID INV INST OPS CO1+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $39,340 |
SCNEIDERDOWNS1+ years Service code 10 · EIN 25-1408703 | Accounting | $17,678 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | 0.00% | 4.39%-4.4pp | 4.07%-4.1pp | 4.56%-4.6pp |
| Employer contribution / active EE | $55,591 | $12,633+340.1% | $36,235+53.4% | $15,526+258.1% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |