Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $53,850 |
FIDUCIENT ADVISORS LLC3 years Service code 28 · EIN 36-4001764 | Investment Management | $50,000 |
VERRILL DANA LLP5 years Service code 29 · EIN 01-0176171 | Legal | $30,469 |
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $21,016 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $150 |
Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,898 | $83,884+115.7% | $64,056+182.4% | $74,419+143.1% |
| Participation rate | 98.4% | 76.6%+21.8pp | 72.3%+26.1pp | 70.7%+27.7pp |
| Annual return | 16.15% | 16.57%-0.4pp | 33.69%-17.5pp | 34.38%-18.2pp |
| Employer contribution / active EE | $7,333 | $3,084+137.8% | $2,747+167.0% | $2,637+178.0% |
| Participant deferral / active EE | $7,346 | $3,692+99.0% | $3,880+89.3% | $4,528+62.2% |
| Admin fee / account holder | $77 | $196-60.8% | $3,068-97.5% | $348-77.9% |