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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 10.78% | 9.01%+1.8pp | 8.93%+1.9pp | 9.01%+1.8pp |
| Employer contribution / active EE | $15,000 | $12,866+16.6% | $34,172-56.1% | $12,866+16.6% |
| Participant deferral / active EE | $0 | $260-100.0% | $44-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |