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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9 years Filed as: FID MGMT TRUST CO Service code 14 · EIN 04-2723880 | Plan Administrator | $119,662 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $600,318-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 42.6%-42.6pp | 10.4%-10.4pp |
| Annual return | 10.41% | 9.31%+1.1pp | 4.07%+6.3pp | 9.31%+1.1pp |
| Employer contribution / active EE | $26,818 | $13,179+103.5% | $37,644-28.8% | $13,179+103.5% |
| Participant deferral / active EE | $0 | $193-100.0% | $54-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $54,828-100.0% | $4,785-100.0% |