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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 11 · EIN 04-3532603 | Actuarial | $74,562 |
FID INV INST OPS CO1+ years Filed as: FID INST ASST MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $26,033 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $18,750 |
COOK STREET CONSULTING1+ years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $5,151 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -16.36% | -11.83%-4.5pp | -5.12%-11.2pp | -14.65%-1.7pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |