Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $817,910 |
Filed as: FIDELITY INVESTMENTS INSTL OPER CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $258,583 |
NEPC, LLC9 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $203,417 |
FIONDELLA, MILONE & LASARACINA LLP10+ years Service code 10 · EIN 06-1648707 | Accounting | $56,119 |
SHEPPARD MULLIN5 years Service code 29 · EIN 95-1463164 | Legal | $34,648 |
DLA PIPER1 year Service code 29 · EIN 52-0616490 | Legal | $10,017 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. (NJ) Service code 16 · EIN 22-2232264 | Consulting | $8,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,159 | $106,553+165.7% | $103,065+174.7% | $106,553+165.7% |
| Participation rate | 97.5% | 69.8%+27.6pp | 80.6%+16.9pp | 69.8%+27.6pp |
| Annual return | 13.97% | 17.37%-3.4pp | 23.95%-10.0pp | 17.37%-3.4pp |
| Employer contribution / active EE | $6,958 | $3,359+107.2% | $4,675+48.8% | $3,359+107.2% |
| Participant deferral / active EE | $13,395 | $5,562+140.8% | $6,625+102.2% | $5,562+140.8% |
| Admin fee / account holder | $98 | $80+23.5% | $9,349-98.9% | $80+23.5% |