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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INV. INST. OPS CO Service code 17 · EIN 04-2647786 | Pension Consulting | $21,537 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -21.54% | -3.51%-18.0pp | -5.12%-16.4pp | -5.25%-16.3pp |
| Employer contribution / active EE | $14,925 | $11,313+31.9% | $31,020-51.9% | $15,161-1.6% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |