Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $40,213 |
MERCER1 year Filed as: MERCER US INC Service code 17 · EIN 13-2834414 | Pension Consulting | $17,386 |
TIAA3 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 | $675 |
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 | $145,566 | $70,083+107.7% | $59,899+143.0% | $55,727+161.2% |
| Participation rate | 70.5% | 78.4%-7.8pp | 74.7%-4.2pp | 70.9%-0.3pp |
| Annual return | -3.36% | 3.13%-6.5pp | 3.46%-6.8pp | 244.94%-248.3pp |
| Employer contribution / active EE | $6,601 | $2,878+129.3% | $2,723+142.4% | $2,078+217.6% |
| Participant deferral / active EE | $5,607 | $3,079+82.1% | $3,403+64.8% | $3,356+67.1% |
| Admin fee / account holder | $39 | $70-45.2% | $3,592-98.9% | $115-66.6% |