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 | $340,118 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $23,515 |
Filed as: THOMSON REUTERS - WEST Service code 65 · EIN 41-1426973 | Account Maintenance | $5,042 |
Filed as: FIDELITY INV. INST. OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $72,155 | $176,471-59.1% | $95,968-24.8% | $90,274-20.1% |
| Participation rate | 94.5% | 86.6%+7.9pp | 77.1%+17.4pp | 73.4%+21.2pp |
| Annual return | 21.92% | 20.15%+1.8pp | 91.65%-69.7pp | 53.97%-32.1pp |
| Employer contribution / active EE | $1,434 | $2,783-48.5% | $2,542-43.6% | $2,523-43.2% |
| Participant deferral / active EE | $3,842 | $5,325-27.8% | $4,167-7.8% | $4,231-9.2% |
| Admin fee / account holder | $119 | $154-22.7% | $6,798-98.2% | $114+4.5% |