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 | $265,421 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 200 E. RANDOLPH STREET · CHICAGO, IL 60601 | Advisory (Plan) | $45,000 |
BDO USA, LLP7 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $24,395 |
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 | $94,360 | $95,445-1.1% | $60,919+54.9% | $78,104+20.8% |
| Participation rate | 67.9% | 72.5%-4.6pp | 73.1%-5.2pp | 74.5%-6.6pp |
| Annual return | -12.97% | -12.21%-0.8pp | 16.98%-29.9pp | 10.90%-23.9pp |
| Employer contribution / active EE | $6,116 | $3,900+56.8% | $2,704+126.2% | $3,128+95.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,814-100.0% | $5,089-100.0% |
| Admin fee / account holder | $58 | $46+26.9% | $3,226-98.2% | $79-26.5% |