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 | $349,680 |
THOMSON HORSTMANN & BRYANT2 years Filed as: THOMSON REUTERS - WEST Service code 65 · EIN 41-1426973 | Account Maintenance | $20,000 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $3,950 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,006 | $144,879-42.0% | $111,319-24.5% | $93,010-9.7% |
| Participation rate | 95.6% | 86.1%+9.5pp | 77.3%+18.3pp | 73.9%+21.7pp |
| Annual return | 15.15% | 18.11%-3.0pp | 54.68%-39.5pp | 158.70%-143.6pp |
| Employer contribution / active EE | $2,438 | $3,052-20.1% | $2,732-10.8% | $2,705-9.9% |
| Participant deferral / active EE | $4,525 | $5,576-18.8% | $4,488+0.8% | $4,561-0.8% |
| Admin fee / account holder | $131 | $104+26.9% | $7,966-98.4% | $152-13.4% |