Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $20,141 |
THE WAGNER LAW GROUP2+ years Service code 29 · EIN 04-3323315 | Legal | $11,124 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $706 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $249 |
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 | $121,495 | $68,408+77.6% | $57,196+112.4% | $57,661+110.7% |
| Participation rate | 97.9% | 79.1%+18.7pp | 75.3%+22.6pp | 70.2%+27.7pp |
| Annual return | 7.04% | 8.51%-1.5pp | 14.59%-7.6pp | 5.13%+1.9pp |
| Employer contribution / active EE | $5,841 | $2,869+103.6% | $2,683+117.7% | $1,974+195.9% |
| Participant deferral / active EE | $4,705 | $2,903+62.1% | $3,096+52.0% | $3,061+53.7% |
| Admin fee / account holder | $17 | $70-75.3% | $3,141-99.5% | $95-81.8% |