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 | $2,055,434 |
MERCER7+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $763,779 |
Filed as: RETIREMENT CLEARING HOUSE LLC Service code 15 · EIN 26-0008851 | Recordkeeping | $88,884 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $54,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.0%0pp |
| Annual return | 8.11% | 19.39%-11.3pp | 36.37%-28.3pp | 19.39%-11.3pp |
| Employer contribution / active EE | $0 | $8,446-100.0% | $37,223-100.0% | $8,446-100.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $524-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |