Filed April 23, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325,338 |
TIAA2+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $9 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,125 | $53,684+88.4% | $170,435-40.7% | $80,976+24.9% |
| Participation rate | 97.8% | 69.2%+28.6pp | 83.6%+14.2pp | 68.3%+29.5pp |
| Annual return | 13.15% | 25.97%-12.8pp | 205.94%-192.8pp | 22.91%-9.8pp |
| Employer contribution / active EE | $5,675 | $1,642+245.7% | $5,432+4.5% | $2,402+136.2% |
| Participant deferral / active EE | $2,066 | $3,017-31.5% | $4,939-58.2% | $3,848-46.3% |
| Admin fee / account holder | $48 | $46+4.3% | $13,881-99.7% | $67-28.3% |