Filed January 6, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $61,135 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $50,023 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $19,250 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
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 | $41,830 | $80,211-47.8% | $74,184-43.6% | $63,975-34.6% |
| Participation rate | 76.4% | 84.2%-7.7pp | 76.6%-0.2pp | 71.1%+5.3pp |
| Annual return | 7.71% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,616 | $2,553-36.7% | $2,370-31.8% | $2,182-25.9% |
| Participant deferral / active EE | $2,680 | $4,370-38.7% | $3,550-24.5% | $3,356-20.2% |
| Admin fee / account holder | $39 | $67-41.2% | $5,586-99.3% | $70-43.9% |