Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $374,246 |
GOLDMAN SACHS2+ years Filed as: GSAM Service code 28 · EIN 13-3575636 | Investment Management | $267,494 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $120,100 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $76,476 |
US BANK2+ years Service code 21 · EIN 41-2003732 | Bank Trustee | $72,912 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 7.70% | 15.11%-7.4pp | 12.78%-5.1pp | 22.81%-15.1pp |
| Employer contribution / active EE | $21,154 | $12,021+76.0% | $44,816-52.8% | $18,290+15.7% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |