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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO6 years Filed as: FID MGMT TRUST CO Service code 14 · EIN 04-2723880 | Plan Administrator | $110,950 |
ANDREWS HOOPER PAVLIK PLC6 years Filed as: ANDREWS HOOPER AND PAVLIK, PLC Service code 11 · EIN 38-3133790 | Actuarial | $3,270 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | 0.35% | -11.20%+11.5pp | 10.22%-9.9pp | -5.25%+5.6pp |
| Employer contribution / active EE | $10,286 | $17,775-42.1% | $51,198-79.9% | $15,161-32.2% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |