Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $664,146 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $173,620 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $98,373 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $26,100 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 53-0181291 | Consulting | -$10,417 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,876 | $68,110+45.2% | $155,556-36.4% | $99,313-0.4% |
| Participation rate | 93.6% | 67.8%+25.8pp | 78.2%+15.3pp | 71.7%+21.9pp |
| Annual return | 15.60% | 16.16%-0.6pp | 64.84%-49.2pp | 17.67%-2.1pp |
| Employer contribution / active EE | $3,495 | $2,291+52.6% | $4,675-25.3% | $3,264+7.1% |
| Participant deferral / active EE | $5,215 | $3,865+34.9% | $5,631-7.4% | $5,346-2.4% |
| Admin fee / account holder | $81 | $94-14.3% | $15,885-99.5% | $109-26.2% |