Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 70 · EIN 61-0736136 | Consulting Fees | $34,414 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $30,825 |
Filed as: FIDELITY INVEST INSTIT OPER CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | -$2,789 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $37,498 | $71,957-47.9% | $67,652-44.6% | $59,188-36.6% |
| Participation rate | 89.8% | 82.7%+7.1pp | 75.7%+14.1pp | 69.4%+20.4pp |
| Annual return | 1.94% | 8.53%-6.6pp | 6625.40%-6623.5pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,763 | $2,432-27.5% | $2,266-22.2% | $2,098-16.0% |
| Participant deferral / active EE | $2,907 | $4,211-31.0% | $3,560-18.3% | $3,265-11.0% |
| Admin fee / account holder | $19 | $64-69.8% | $4,821-99.6% | $92-79.0% |