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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC5+ years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $40,731 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $37,312 |
SCNEIDERDOWNS5+ years Service code 10 · EIN 25-1408703 | Accounting | $26,819 |
FID INV INST OPS CO5+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $15,000 |
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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 | $326,582-100.0% | $319,634-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | 13.70% | 204.13%-190.4pp | 175.18%-161.5pp | 259.17%-245.5pp |
| Employer contribution / active EE | $14,670 | $43,384-66.2% | $38,590-62.0% | $41,471-64.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |