Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $97,973 |
FIDUCIENT ADVISORS LLC4 years Service code 28 · EIN 36-4001764 | Investment Management | $40,000 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $38,435 |
Service code 60 | Sub-TA Fees | $0 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,283 | $91,762+110.6% | $67,502+186.3% | $77,643+148.9% |
| Participation rate | 99.5% | 75.9%+23.6pp | 72.9%+26.6pp | 70.6%+28.9pp |
| Annual return | 13.57% | 14.87%-1.3pp | 3512.12%-3498.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $7,787 | $3,181+144.8% | $2,731+185.1% | $2,726+185.7% |
| Participant deferral / active EE | $7,878 | $3,903+101.8% | $4,000+97.0% | $4,647+69.5% |
| Admin fee / account holder | $86 | $176-51.3% | $3,998-97.9% | $430-80.1% |