Filed March 5, 2019
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $418,603 |
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $380,562 |
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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 | $164,233-100.0% | $235,493-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 0.0%0pp |
| Annual return | -20.26% | 2.78%-23.0pp | -6.07%-14.2pp | 2.78%-23.0pp |
| Employer contribution / active EE | $2,148 | $15,276-85.9% | $37,389-94.3% | $15,276-85.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $182-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $12,327-100.0% | $1,015-100.0% |