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 | $231,077 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ENNIS KNUPP, INC Service code 27 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Plan) | $44,589 |
BDO USA, LLP5 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $20,450 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,521 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,470 | $113,699-17.8% | $70,492+32.6% | $93,223+0.3% |
| Participation rate | 68.8% | 77.8%-9.0pp | 75.1%-6.3pp | 74.9%-6.1pp |
| Annual return | 13.45% | 14.93%-1.5pp | 109.16%-95.7pp | 19.29%-5.8pp |
| Employer contribution / active EE | $4,806 | $3,991+20.4% | $2,738+75.5% | $2,680+79.4% |
| Participant deferral / active EE | $0 | $4,485-100.0% | $3,711-100.0% | $4,563-100.0% |
| Admin fee / account holder | $57 | $40+42.2% | $3,848-98.5% | $79-27.5% |