| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID MGMT TRUST CO Service code 28 · EIN 04-2723880 | Investment Management | $3,538,589 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 4.23% | 37.77%-33.5pp | 7.26%-3.0pp | 37.77%-33.5pp |
| Employer contribution / active EE | $13,245 | $15,798-16.2% | $34,949-62.1% | $15,798-16.2% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |