Filed March 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Filed as: FID MGMT TRUST CO Service code 10 · EIN 04-2723880 | Accounting | $94,694 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 10 · EIN 47-5476782 | Accounting | $41,578 |
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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 | $49,655-100.0% | $202,856-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 21.4%-21.4pp | 18.6%-18.6pp |
| Annual return | 10.78% | 9.77%+1.0pp | 10.21%+0.6pp | 9.77%+1.0pp |
| Employer contribution / active EE | $15,000 | $13,890+8.0% | $37,040-59.5% | $13,890+8.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $95-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,923-100.0% | $2,893-100.0% |