Filed July 12, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELTIY INVESTMENTS INSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $75,916 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $33,626 | $69,305-51.5% | $82,312-59.1% | $69,631-51.7% |
| Participation rate | 72.7% | 80.3%-7.6pp | 76.9%-4.2pp | 70.7%+2.0pp |
| Annual return | 17.85% | 21.47%-3.6pp | 25.88%-8.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $766 | $1,887-59.4% | $2,428-68.5% | $2,032-62.3% |
| Participant deferral / active EE | $2,424 | $3,568-32.1% | $3,706-34.6% | $3,224-24.8% |
| Admin fee / account holder | $115 | $97+18.0% | $5,608-98.0% | $110+3.8% |