Filed September 3, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-2647786 | Investment Management | $978,598 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 27 · EIN 13-2834414 | Advisory (Plan) | $200,435 |
DAVIS WRIGHT TREMAINE5+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $180,555 |
PKF O'CONNOR DAVIES, LLP5+ years Service code 10 · EIN 27-1728945 | Accounting | $120,500 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN DISCOVERY VALUE F Service code 28 · EIN 06-6505815 | Investment Management | $0 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 19 · EIN 20-4659714 | Securities Custodian | $0 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 19 · EIN 04-3022712 | Securities Custodian | $0 |
NEUBERGER BERMAN5+ years Service code 28 605 THIRD AVENUE · NEW YORK, NY 10158 | Investment Management | $0 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STR GLOBAL ADVISOR TRUST CO Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,247 | $81,961+7.7% | $141,200-37.5% | $89,609-1.5% |
| Participation rate | 66.5% | 64.9%+1.6pp | 82.5%-16.0pp | 69.6%-3.1pp |
| Annual return | 23.29% | 36.14%-12.8pp | 71.41%-48.1pp | 33.65%-10.4pp |
| Employer contribution / active EE | $1,529 | $2,268-32.6% | $4,736-67.7% | $2,584-40.8% |
| Participant deferral / active EE | $5,626 | $5,316+5.8% | $6,710-16.2% | $4,222+33.3% |
| Admin fee / account holder | $32 | $68-53.1% | $10,265-99.7% | $72-55.4% |