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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $89,076 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $43,266 |
Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $36,209 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 7.42% | 8.30%-0.9pp | 8.54%-1.1pp | 24.44%-17.0pp |
| Employer contribution / active EE | $40,190 | $41,025-2.0% | $37,153+8.2% | $41,348-2.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |