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 | $1,152,611 |
DAVIS WRIGHT TREMAINE6+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $199,809 |
MERCER6+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $153,194 |
PKF O'CONNOR DAVIES, LLP6+ years Service code 10 · EIN 27-1728945 | Accounting | $123,600 |
AB FUNDS4 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 |
PIMCO FUNDS6+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STR GLOBAL ADVISOR TRUST CO Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
T ROWE PRICE RPS INC6+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1184650 | Investment Management | $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 | $99,173 | $97,541+1.7% | $149,751-33.8% | $106,273-6.7% |
| Participation rate | 69.2% | 66.8%+2.4pp | 82.5%-13.3pp | 70.8%-1.6pp |
| Annual return | 17.45% | 24.23%-6.8pp | 276.71%-259.3pp | 21.70%-4.2pp |
| Employer contribution / active EE | $1,595 | $2,504-36.3% | $4,646-65.7% | $2,722-41.4% |
| Participant deferral / active EE | $6,310 | $6,023+4.8% | $6,843-7.8% | $4,601+37.1% |
| Admin fee / account holder | $45 | $72-37.7% | $9,312-99.5% | $78-43.0% |