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 | $1,165,978 |
MERCER8+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $812,631 |
MMA SECURITIES LLC1 year Filed as: MARSH USA INC Service code 23 · EIN 36-6056957 | Insurance services; Direct payment fr... | $359,679 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 · EIN 82-2042737 | Recordkeeping | $19,338 |
RETIREMENT CLEARINGHOUSE LLC2 years Filed as: RETIREMENT CLEARING HOUSE LLC Service code 15 · EIN 26-0008851 | Recordkeeping | $4,888 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -21.29% | -14.80%-6.5pp | -4.80%-16.5pp | -14.80%-6.5pp |
| Employer contribution / active EE | $0 | $8,996-100.0% | $30,897-100.0% | $8,996-100.0% |
| Participant deferral / active EE | $0 | $455-100.0% | $64-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |