Filed November 15, 2024 (most recent of 3 filings on file)
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| 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 | $94,836+94.9% | $75,728+144.0% | $86,828+112.8% |
| Participation rate | 95.1% | 79.1%+16.0pp | 74.8%+20.3pp | 72.3%+22.8pp |
| Annual return | 13.21% | 16.90%-3.7pp | 104.66%-91.4pp | 97.95%-84.7pp |
| Employer contribution / active EE | $9,016 | $2,908+210.1% | $2,743+228.7% | $2,406+274.7% |
| Participant deferral / active EE | $6,413 | $3,632+76.5% | $3,820+67.9% | $4,132+55.2% |
| Admin fee / account holder | $30 | $108-72.7% | $3,620-99.2% | $170-82.6% |