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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC3 years Filed as: FIAM Service code 28 · EIN 20-4659714 | Investment Management | $380,728 |
FID INV INST OPS CO6+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $28,850 |
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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 | $326,582-100.0% | $319,634-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 27.6%-27.6pp | 43.0%-43.0pp |
| Annual return | 13.72% | 203.80%-190.1pp | 174.94%-161.2pp | 259.14%-245.4pp |
| Employer contribution / active EE | $0 | $43,384-100.0% | $38,590-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,546-100.0% |