Filed July 16, 2024 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $1,013,624 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $736,456 |
Filed as: FIDELITY INVESTMENTS INSTL OPER CO. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $179,771 |
NEPC, LLC8 years Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $137,799 |
Service code 10 · EIN 06-1648707 | Accounting | $52,500 |
SHEPPARD MULLIN4 years Service code 29 · EIN 95-1463164 | Legal | $29,042 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $268,459 | $96,393+178.5% | $112,504+138.6% | $96,393+178.5% |
| Participation rate | 97.3% | 71.3%+26.0pp | 80.6%+16.7pp | 71.3%+26.0pp |
| Annual return | 9.46% | 22.88%-13.4pp | 34.13%-24.7pp | 22.88%-13.4pp |
| Employer contribution / active EE | $6,431 | $3,239+98.6% | $4,571+40.7% | $3,239+98.6% |
| Participant deferral / active EE | $12,665 | $5,455+132.2% | $6,522+94.2% | $5,455+132.2% |
| Admin fee / account holder | $152 | $74+106.4% | $7,048-97.8% | $74+106.4% |