Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $50,078 |
VERRILL DANA LLP2 years Service code 29 · EIN 01-0176171 | Legal | $9,368 |
TIAA5 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 | $294 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,424 | $84,948+98.3% | $70,492+138.9% | $73,415+129.4% |
| Participation rate | 93.0% | 79.9%+13.0pp | 75.1%+17.9pp | 72.2%+20.8pp |
| Annual return | 15.89% | 13.39%+2.5pp | 109.16%-93.3pp | 59.30%-43.4pp |
| Employer contribution / active EE | $3,934 | $2,834+38.8% | $2,738+43.7% | $2,234+76.1% |
| Participant deferral / active EE | $5,753 | $3,387+69.9% | $3,711+55.0% | $3,806+51.2% |
| Admin fee / account holder | $33 | $98-66.5% | $3,848-99.1% | $158-79.2% |