Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $623,651 |
Filed as: FIDELITY INVESTMENTS INSTL OPER CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $165,327 |
NEPC, LLC7 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $129,799 |
Service code 10 · EIN 06-1648707 | Accounting | $76,000 |
SHEPPARD MULLIN3 years Service code 29 · EIN 95-1463164 | Legal | $24,066 |
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 | $267,561 | $78,104+242.6% | $93,765+185.4% | $78,104+242.6% |
| Participation rate | 96.8% | 74.5%+22.3pp | 81.0%+15.8pp | 74.5%+22.3pp |
| Annual return | -13.40% | 10.90%-24.3pp | -11.32%-2.1pp | 10.90%-24.3pp |
| Employer contribution / active EE | $6,028 | $3,128+92.7% | $4,327+39.3% | $3,128+92.7% |
| Participant deferral / active EE | $12,419 | $5,089+144.0% | $6,099+103.6% | $5,089+144.0% |
| Admin fee / account holder | $77 | $79-2.9% | $7,184-98.9% | $79-2.9% |