Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Claims processing; Contract Administr... | $1,619,345 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $213,370 |
ERNST & YOUNG LLP1+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $70,046 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $522,682-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 12.6%-12.6pp | 9.2%-9.2pp |
| Annual return | -1.09% | -0.08%-1.0pp | -3.43%+2.3pp | -0.08%-1.0pp |
| Employer contribution / active EE | $2,955 | $7,991-63.0% | $25,607-88.5% | $7,991-63.0% |
| Participant deferral / active EE | $0 | $325-100.0% | $77-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,511-100.0% | $275-100.0% |