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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 21 · EIN 04-2647786 | Bank Trustee | $38,339 |
FID INV INST OPS CO3 years Filed as: FID INST ASSET MANAGEMENT CO Service code 28 · EIN 20-4659714 | Investment Management | $34,633 |
FIIOC1 year Service code 28 · EIN 04-6568107 | Investment Management | $28,500 |
Filed as: KESTRA FINANCIAL, INC. Service code 28 · EIN 47-1566880 | Investment Management | $7,359 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 13.5%-13.5pp | 18.6%-18.6pp |
| Annual return | 7.05% | 9.14%-2.1pp | 64.50%-57.4pp | 9.77%-2.7pp |
| Employer contribution / active EE | $13,933 | $21,902-36.4% | $23,990-41.9% | $13,890+0.3% |
| Participant deferral / active EE | $0 | $0 | $287-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |