Filed November 25, 2024 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 64 · EIN 04-2647786 164 NORTHERN AVE · BOSTON, MA 02210 | Recordkeeping Fees | $345,818 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $19,033 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109431 3984 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Plan) | $16,500 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,440 |
DAVID ROMANO1 year Filed as: DAVID K. CARBONI DBA DKC RETIREMENT Service code 17 · EIN 06-1466133 66 SPRING GLEN TERRENCE · HAMDEN, CT 065171535 | Pension Consulting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,111 | $91,937-18.3% | $59,899+25.4% | $68,904+9.0% |
| Participation rate | 66.3% | 74.4%-8.1pp | 74.7%-8.4pp | 74.1%-7.8pp |
| Annual return | -3.55% | -3.10%-0.4pp | 3.46%-7.0pp | 1.07%-4.6pp |
| Employer contribution / active EE | $4,874 | $4,347+12.1% | $2,723+79.0% | $2,540+91.9% |
| Participant deferral / active EE | $0 | $3,817-100.0% | $3,403-100.0% | $4,015-100.0% |
| Admin fee / account holder | $46 | $27+72.2% | $3,592-98.7% | $71-35.5% |