Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $57,639 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $481 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,570 | $74,552+91.2% | $63,018+126.2% | $69,634+104.7% |
| Participation rate | 88.7% | 78.3%+10.4pp | 74.8%+13.9pp | 70.7%+18.0pp |
| Annual return | 16.29% | 15.77%+0.5pp | 87.63%-71.3pp | 27572.26%-27556.0pp |
| Employer contribution / active EE | $6,452 | $2,929+120.3% | $2,761+133.7% | $2,032+217.5% |
| Participant deferral / active EE | $5,349 | $2,974+79.8% | $3,330+60.6% | $3,224+65.9% |
| Admin fee / account holder | $38 | $59-36.8% | $3,601-99.0% | $110-66.0% |