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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723880 | Actuarial | $122,721 |
FIAM LLC2 years Filed as: FIAM TRUST COMPANY Service code 27 · EIN 20-4659714 | Advisory (Plan) | $49,727 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 13.76% | 10.60%+3.2pp | -2.84%+16.6pp | 627.08%-613.3pp |
| Employer contribution / active EE | $7,029 | $19,729-64.4% | $33,329-78.9% | $18,824-62.7% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |