Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $97,973 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $40,000 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $38,435 |
Service code 60 | Sub-TA Fees | $0 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,283 | $91,710+110.8% | $67,560+186.1% | $77,762+148.6% |
| Participation rate | 99.5% | 76.0%+23.5pp | 72.9%+26.5pp | 70.6%+28.9pp |
| Annual return | 13.57% | 14.88%-1.3pp | 3533.50%-3519.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $7,787 | $3,187+144.3% | $2,737+184.5% | $2,728+185.4% |
| Participant deferral / active EE | $7,878 | $3,911+101.5% | $4,004+96.8% | $4,651+69.4% |
| Admin fee / account holder | $86 | $245-65.0% | $3,994-97.9% | $433-80.2% |