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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $200,167 |
CONDUENT HR CONSULTING, LLC3 years Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $158,712 |
FID INV INST OPS CO3 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $56,335 |
Filed as: ONE DIGITAL Service code 17 · EIN 82-1434504 | Pension Consulting | $55,000 |
SCHNEIDER DOWNS & CO., INC.8 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $25,049 |
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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 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 3.98% | 8.44%-4.5pp | 8.61%-4.6pp | 13.05%-9.1pp |
| Employer contribution / active EE | $0 | $36,715-100.0% | $33,046-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |