Filed November 15, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER US INC Service code 17 · EIN 13-2834414 | Pension Consulting | $27,200 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $20,000 |
FIDUCIARY INVESTMENT ADVISORS7+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $10,000 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $1,044 |
TIAA6+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $75 |
Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,792 | $94,833+94.9% | $75,717+144.1% | $86,813+112.9% |
| Participation rate | 95.1% | 79.1%+16.0pp | 74.8%+20.3pp | 72.3%+22.8pp |
| Annual return | 13.21% | 16.91%-3.7pp | 104.58%-91.4pp | 97.93%-84.7pp |
| Employer contribution / active EE | $9,016 | $2,904+210.4% | $2,743+228.7% | $2,406+274.8% |
| Participant deferral / active EE | $6,413 | $3,632+76.6% | $3,821+67.8% | $4,131+55.2% |
| Admin fee / account holder | $30 | $109-72.8% | $3,619-99.2% | $170-82.6% |