Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $393,496 |
Filed as: FIDELITY INV. INST. OP. CO., INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $165,232 |
NEPC, LLC5 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $119,294 |
Service code 10 · EIN 06-1648707 | Accounting | $48,520 |
SHEPPARD MULLIN1 year Service code 29 · EIN 95-1463164 | Legal | $9,083 |
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 | $315,320 | $93,223+238.2% | $112,977+179.1% | $93,223+238.2% |
| Participation rate | 96.7% | 74.9%+21.8pp | 82.6%+14.2pp | 74.9%+21.8pp |
| Annual return | 16.24% | 19.29%-3.1pp | 24.24%-8.0pp | 19.29%-3.1pp |
| Employer contribution / active EE | $5,043 | $2,680+88.2% | $4,255+18.5% | $2,680+88.2% |
| Participant deferral / active EE | $10,128 | $4,563+122.0% | $5,836+73.6% | $4,563+122.0% |
| Admin fee / account holder | $58 | $79-27.1% | $6,294-99.1% | $79-27.1% |