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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723880 | Actuarial | $131,322 |
FIAM LLC4 years Filed as: FIAM TRUST COMPANY Service code 27 · EIN 20-4659714 | Advisory (Plan) | $71,044 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -20.66% | -15.55%-5.1pp | -5.12%-15.5pp | 39.82%-60.5pp |
| Employer contribution / active EE | $4,293 | $14,317-70.0% | $31,020-86.2% | $19,980-78.5% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |