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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 | $49,655-100.0% | $541,860-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 18.6%-18.6pp |
| Annual return | 10.41% | 9.38%+1.0pp | 7.71%+2.7pp | 9.77%+0.6pp |
| Employer contribution / active EE | $26,818 | $15,703+70.8% | $39,519-32.1% | $13,890+93.1% |
| Participant deferral / active EE | $0 | $0 | $120-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $47,135-100.0% | $2,893-100.0% |