Filed April 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2+ years Service code 14 · EIN 13-1624203 | Plan Administrator | $2,416 |
Filed as: FIDELITY INVESTMENTS INTLT OPS CO. Service code 28 · EIN 04-2647786 | Investment Management | $1,417 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,439 | $44,989+32.1% | $170,442-65.1% | $77,958-23.8% |
| Participation rate | 94.3% | 64.6%+29.7pp | 83.6%+10.7pp | 71.6%+22.6pp |
| Annual return | 15.38% | 19.61%-4.2pp | 205.93%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $6,296 | $1,466+329.4% | $5,433+15.9% | $2,310+172.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $1 | $69-98.6% | $13,880-100.0% | $97-99.0% |