Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $496,505 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $456,054 |
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Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $433,529-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 22.9%-22.9pp | 3.7%-3.7pp |
| Annual return | 8.15% | 15.63%-7.5pp | 12.74%-4.6pp | 15.63%-7.5pp |
| Employer contribution / active EE | $3,036 | $11,476-73.5% | $33,332-90.9% | $11,476-73.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $157-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,396-100.0% | $429-100.0% |