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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY TRUST CO INTERNATIONAL2+ years Service code 13 · EIN 95-3785158 | Contract Administrator | $65,953 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,094-100.0% | $169,917-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 10.7%-10.7pp | 10.3%-10.3pp | 12.6%-12.6pp |
| Annual return | 3.38% | 4.80%-1.4pp | 7.98%-4.6pp | 4.56%-1.2pp |
| Employer contribution / active EE | $10,765 | $12,906-16.6% | $23,724-54.6% | $15,526-30.7% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $636-100.0% | $1,711-100.0% |