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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 19 · EIN 04-2723880 | Securities Custodian | $155,212 |
FID INV INST OPS CO3 years Service code 11 · EIN 04-3532603 | Actuarial | $36,850 |
MERCER4 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $26,334 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MANAGEMENT CO Service code 26 · EIN 20-4659714 | Advisory (Participants) | $20,139 |
WIPFLI LLP5+ years Service code 10 · EIN 41-2899048 | Accounting | $17,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $79,278-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 0.0%0pp |
| Annual return | 2.32% | 10.52%-8.2pp | 0.87%+1.5pp | 10.52%-8.2pp |
| Employer contribution / active EE | $875 | $15,140-94.2% | $17,293-94.9% | $15,140-94.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $20-100.0% | - |