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 | $262,757 |
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ENNIS KNUPP, INC Service code 27 · EIN 36-3109431 39584 TREASURY CTR · CHICAGO, IL 606949000 | Advisory (Plan) | $45,500 |
BDO USA, LLP6 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $20,000 |
HYPERGEN INC1 year Service code 27 · EIN 84-1203006 7810 CARVIN STREET · ROANOKE, VA 240191502 | Advisory (Plan) | $16,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,600 | $127,246-15.4% | $75,728+42.1% | $101,555+6.0% |
| Participation rate | 67.8% | 76.6%-8.8pp | 74.8%-7.0pp | 74.5%-6.8pp |
| Annual return | 12.30% | 14.35%-2.1pp | 104.66%-92.4pp | 21.00%-8.7pp |
| Employer contribution / active EE | $4,745 | $4,333+9.5% | $2,743+73.0% | $2,972+59.7% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $3,820-100.0% | $4,874-100.0% |
| Admin fee / account holder | $62 | $42+49.6% | $3,620-98.3% | $139-55.5% |