Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INVEST INST OPS CO Service code 12 · EIN 04-2647786 | Consulting (pension); Recordkeeping f... | $1,955,931 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $237,687 |
ERNST & YOUNG LLP3+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $71,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $144,462-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 5.3%-5.3pp |
| Annual return | 10.54% | 9.42%+1.1pp | 16.78%-6.2pp | 1057.21%-1046.7pp |
| Employer contribution / active EE | $14,389 | $34,966-58.8% | $26,328-45.3% | $14,374+0.1% |
| Participant deferral / active EE | $0 | $384-100.0% | $97-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $20,893-100.0% | $81,210-100.0% |