Filed January 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | $96,620 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $7,859 |
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 | $40,604 | $88,730-54.2% | $82,312-50.7% | $77,958-47.9% |
| Participation rate | 91.5% | 84.5%+7.0pp | 76.9%+14.6pp | 71.6%+19.9pp |
| Annual return | 24.72% | 20.88%+3.8pp | 25.88%-1.2pp | 20.87%+3.9pp |
| Employer contribution / active EE | $1,794 | $2,758-34.9% | $2,428-26.1% | $2,310-22.3% |
| Participant deferral / active EE | $2,930 | $4,634-36.8% | $3,706-20.9% | $3,537-17.1% |
| Admin fee / account holder | $24 | $74-67.2% | $5,608-99.6% | $97-75.1% |