Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO9+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $137,427 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $136,629 |
CONDUENT HR CONSULTING, LLC2 years Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $73,429 |
SCHNEIDER DOWNS & CO., INC.7 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $25,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $398,892-100.0% | $398,892-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.9%-55.9pp |
| Annual return | 8.75% | 8.32%+0.4pp | 8.56%+0.2pp | 24.44%-15.7pp |
| Employer contribution / active EE | $0 | $41,002-100.0% | $37,135-100.0% | $41,341-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,013-100.0% |