| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $2,485,088 |
Annual investment return 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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 4.72% | 7.66%-2.9pp | 2.08%+2.6pp | 9.19%-4.5pp |
| Employer contribution / active EE | $11,547 | $9,651+19.6% | $47,324-75.6% | $12,608-8.4% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |