| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $3,516,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,578,776-100.0% | $311,837-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -0.60% | 33.37%-34.0pp | 4677.09%-4677.7pp | 33.37%-34.0pp |
| Employer contribution / active EE | $14,684 | $11,253+30.5% | $49,501-70.3% | $11,253+30.5% |
| Participant deferral / active EE | $0 | $819-100.0% | $312-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | - | $99,113-100.0% |