| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $665,676 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $299,910 |
FULBRIGHT & JAWORSKI1 year Filed as: FULBRIGHT AND JAWORSKI Service code 29 · EIN 74-1201087 | Legal | $58,802 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 17 · EIN 22-2232264 | Pension Consulting | $40,333 |
Filed as: TOWERS WATSON DELAWARE INC Service code 10 · EIN 53-0181291 | Accounting | $37,037 |
NORTON ROSE FULBRIGHT1 year Service code 29 · EIN 74-1201087 | Legal | $34,774 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $30,846 |
Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,362 | $3,611,051-98.5% | $123,894-55.3% | $329,111-83.2% |
| Participation rate | 91.3% | 60.7%+30.5pp | 81.4%+9.9pp | 67.9%+23.4pp |
| Annual return | 20.91% | 14.13%+6.8pp | 47.52%-26.6pp | 16.35%+4.6pp |
| Employer contribution / active EE | $2,526 | $1,947+29.7% | $4,617-45.3% | $2,303+9.7% |
| Participant deferral / active EE | $5,762 | $4,426+30.2% | $5,984-3.7% | $3,682+56.5% |
| Admin fee / account holder | $29 | $9,731-99.7% | $8,357-99.7% | $754-96.2% |