Filed March 22, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 13 · EIN 91-0675641 | Contract Administrator | $124,128 |
TIAA1 year Service code 37 · EIN 13-1624203 | Loan Processing | $101,967 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 49 · EIN 16-0764720 | Other Services | $22,538 |
FID INV INST OPS CO1 year Service code 28 · EIN 04-3532603 | Investment Management | $7,750 |
FID INV INST OPS CO2+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,215 |
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 | $85,678 | $37,213+130.2% | $156,551-45.3% | $63,975+33.9% |
| Participation rate | 92.2% | 65.0%+27.3pp | 84.0%+8.2pp | 71.1%+21.1pp |
| Annual return | 7.83% | 47.89%-40.1pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,583 | $1,357+90.3% | $5,501-53.1% | $2,182+18.4% |
| Participant deferral / active EE | $2,147 | $2,070+3.7% | $4,871-55.9% | $3,356-36.0% |
| Admin fee / account holder | $51 | $56-9.2% | $13,028-99.6% | $70-27.4% |