Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $30,224 |
DKC RETIREMENT ASSOC. LLC1+ years Filed as: DKC RETIREMENT ASSOCIATION LLC Service code 50 · EIN 06-1466133 | Direct Payment | $1,530 |
THE WAGNER LAW GROUP1+ years Service code 29 · EIN 04-3323315 | Legal | $1,491 |
Filed as: FIDELITY INV INS OPS CO INC. Service code 37 · EIN 04-2647786 | Loan Processing | $344 |
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 | $117,900 | $67,166+75.5% | $57,357+105.6% | $55,191+113.6% |
| Participation rate | 98.2% | 77.7%+20.5pp | 75.1%+23.1pp | 69.2%+29.0pp |
| Annual return | 1.89% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $5,708 | $2,812+103.0% | $2,689+112.3% | $1,899+200.6% |
| Participant deferral / active EE | $4,383 | $2,835+54.6% | $3,162+38.6% | $3,046+43.9% |
| Admin fee / account holder | $19 | $44-57.5% | $3,357-99.4% | $91-79.6% |