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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO. Service code 28 · EIN 20-4659714 | Investment Management | $304,707 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $112,291 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $74,084 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $42,128 |
WILMINGTON TRUST2 years Service code 26 · EIN 51-0055023 | Advisory (Participants) | $12,120 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 11.14% | 10.52%+0.6pp | 12.12%-1.0pp | 10.52%+0.6pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $33,582-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |