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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $206,466 |
BUCK GLOBAL, LLC5+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $193,242 |
FIAM LLC2 years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $106,183 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,136-100.0% | $286,273-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 37.3%-37.3pp | 30.6%-30.6pp | 47.4%-47.4pp |
| Annual return | 19.75% | 10.25%+9.5pp | 10.78%+9.0pp | 12.16%+7.6pp |
| Employer contribution / active EE | $0 | $47,546-100.0% | $41,857-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $59-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $103,433-100.0% | $83,605-100.0% | $17,640-100.0% |