Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $30,000 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $21,700 |
VERRILL DANA LLP4 years Service code 29 · EIN 01-0176171 | Legal | $9,189 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $662 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,055 | $79,151+93.4% | $60,919+151.2% | $64,829+136.1% |
| Participation rate | 95.5% | 77.7%+17.8pp | 73.1%+22.4pp | 71.5%+24.1pp |
| Annual return | -13.50% | -7.12%-6.4pp | 16.98%-30.5pp | 32.85%-46.3pp |
| Employer contribution / active EE | $6,536 | $3,052+114.1% | $2,704+141.7% | $2,507+160.7% |
| Participant deferral / active EE | $6,699 | $3,727+79.7% | $3,814+75.6% | $4,312+55.4% |
| Admin fee / account holder | $28 | $106-73.2% | $3,226-99.1% | $188-84.9% |