Filed April 8, 2024 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INSTITUTIONAL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $4,926,900 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $607,313 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $115 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $169,917-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 10.3%-10.3pp | 4.2%-4.2pp |
| Annual return | 8.49% | 10.64%-2.2pp | 7.98%+0.5pp | 10.64%-2.2pp |
| Employer contribution / active EE | $689 | $11,561-94.0% | $23,724-97.1% | $11,561-94.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $53-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $636-100.0% | $312-100.0% |