Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $80,041 |
FID INV INST OPS CO3 years Filed as: FID INV. INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $19,620 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 5.38% | 7.25%-1.9pp | 5.04%+0.3pp | 8.21%-2.8pp |
| Employer contribution / active EE | $10,033 | $13,308-24.6% | $26,454-62.1% | $13,841-27.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |