Filed August 11, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALLIED PRINTING SERVICES1 year Filed as: ALLIED PRINTING SERVICES, INC Service code 99 · EIN 11-1000111 | Other Fees | $46,285 |
MORIARTY & PRIMACK3+ years Service code 99 · EIN 04-3191789 | Other Fees | $16,175 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $14,500 |
SMITH COLLEGE3+ years Service code 99 · EIN 04-1843040 | Other Fees | $11,030 |
Service code 99 · EIN 04-2530413 | Other Fees | $9,919 |
Filed as: FIDELITY INVST INSTITUTIONAL OPP CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $164,301 | $92,091+78.4% | $63,018+160.7% | $77,958+110.8% |
| Participation rate | 70.2% | 74.5%-4.2pp | 74.8%-4.6pp | 71.6%-1.4pp |
| Annual return | 14.42% | 16.23%-1.8pp | 87.63%-73.2pp | 20.87%-6.5pp |
| Employer contribution / active EE | $4,923 | $3,424+43.8% | $2,761+78.3% | $2,310+113.1% |
| Participant deferral / active EE | $3,384 | $3,361+0.7% | $3,330+1.6% | $3,537-4.3% |
| Admin fee / account holder | $100 | $48+108.1% | $3,601-97.2% | $97+2.4% |