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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID MGMT TRUST CO Service code 25 · EIN 04-3022712 | Directed Trustee | $581,596 |
BLACKROCK3+ years Filed as: BLACKROCK, INC. Service code 27 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $279,709 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $131,818 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 13-2834414 | Investment Management | $57,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 4.08% | 17.84%-13.8pp | 9.60%-5.5pp | 17.84%-13.8pp |
| Employer contribution / active EE | $3,199 | $14,688-78.2% | $45,595-93.0% | $14,688-78.2% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |