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 | $1,397,649 |
DAVIS WRIGHT TREMAINE8+ years Filed as: DAVIS & GILBERT Service code 29 · EIN 13-1504385 | Legal | $191,112 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $166,662 |
PKF O'CONNOR DAVIES, LLP8+ years Service code 10 · EIN 27-1728945 | Accounting | $138,250 |
AB FUNDS6 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 FUNDS8+ years Service code 28 · EIN 33-0239892 | Investment Management | $0 |
Filed as: STATE ST. GLOBAL ADVISOR TRUST CO. Service code 19 · EIN 81-4017137 | Securities Custodian | $0 |
T ROWE PRICE RPS INC8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,895 | $90,195-5.9% | $125,339-32.3% | $89,394-5.0% |
| Participation rate | 66.5% | 72.4%-5.9pp | 82.4%-15.8pp | 71.3%-4.7pp |
| Annual return | -17.07% | -6.51%-10.6pp | 572.05%-589.1pp | -11.89%-5.2pp |
| Employer contribution / active EE | $1,767 | $3,043-41.9% | $4,814-63.3% | $3,022-41.5% |
| Participant deferral / active EE | $6,851 | $7,170-4.4% | $7,446-8.0% | $5,123+33.7% |
| Admin fee / account holder | $42 | $69-39.5% | $10,010-99.6% | $79-47.2% |