Filed March 22, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $22,033 |
STAFFWORKS, INC.1+ years Service code 49 · EIN 16-1514628 | Other Services | $19,527 |
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 28 · EIN 04-3532603 | Investment Management | $16,760 |
Filed as: FIDELITY INVEST INST OPS COM Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,382 | $37,039+122.4% | $147,618-44.2% | $59,188+39.2% |
| Participation rate | 94.7% | 63.8%+31.0pp | 84.6%+10.1pp | 69.4%+25.3pp |
| Annual return | 2.50% | 7.19%-4.7pp | 61.98%-59.5pp | 5.51%-3.0pp |
| Employer contribution / active EE | $2,416 | $1,353+78.5% | $5,564-56.6% | $2,098+15.1% |
| Participant deferral / active EE | $2,126 | $2,094+1.5% | $4,895-56.6% | $3,265-34.9% |
| Admin fee / account holder | $12 | $60-80.7% | $11,612-99.9% | $92-87.4% |