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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 11 · EIN 04-2723880 | Actuarial | $22,093 |
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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 | $227,811-100.0% | $157,677-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 28.6%-28.6pp | 43.7%-43.7pp |
| Annual return | 9.16% | 8.41%+0.7pp | 8.41%+0.7pp | 13.05%-3.9pp |
| Employer contribution / active EE | $3,700 | $45,693-91.9% | $41,333-91.0% | $37,652-90.2% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $479-100.0% | $3,303-100.0% | $31,365-100.0% |