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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723880 | Actuarial | $65,167 |
FIAM LLC1 year Filed as: FIAM TRUST COMPANY Service code 27 · EIN 20-4659714 | Advisory (Plan) | $30,422 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 21.81% | 15.60%+6.2pp | 29.77%-8.0pp | 16.32%+5.5pp |
| Employer contribution / active EE | $3,701 | $11,838-68.7% | $33,607-89.0% | $17,007-78.2% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |