Filed November 15, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INS OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $104,393 |
FIDUCIENT ADVISORS LLC5 years Service code 28 · EIN 36-4001764 | Investment Management | $50,000 |
Filed as: HARVARD SQUARE FINANCIAL PLANNING L Service code 16 · EIN 46-0927748 | Consulting | $47,825 |
VERRILL DANA LLP1 year Filed as: VERRILL Service code 29 · EIN 01-0176171 | Legal | $8,228 |
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 | $208,165 | $92,071+126.1% | $63,803+226.3% | $71,012+193.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 72.7%+27.3pp | 58.6%+41.4pp |
| Annual return | 15.27% | 13.14%+2.1pp | 543.72%-528.5pp | 37.67%-22.4pp |
| Employer contribution / active EE | $8,159 | $3,085+164.4% | $2,532+222.2% | $2,348+247.5% |
| Participant deferral / active EE | $8,258 | $3,765+119.3% | $3,843+114.9% | $3,246+154.4% |
| Admin fee / account holder | $98 | $227-56.9% | $5,196-98.1% | $1,167-91.6% |