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 | $277,843 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $24,000 |
DYKEMA GOSSETT PLLC1 year Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $10,124 |
THOMSON HORSTMANN & BRYANT3 years Filed as: THOMSON REUTERS - WEST Service code 65 · EIN 41-1426973 | Account Maintenance | $2,500 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,983 | $130,052-49.3% | $86,717-23.9% | $77,906-15.3% |
| Participation rate | 95.5% | 85.9%+9.6pp | 76.6%+18.9pp | 73.7%+21.8pp |
| Annual return | -20.24% | -12.73%-7.5pp | 35.97%-56.2pp | 12.16%-32.4pp |
| Employer contribution / active EE | $2,491 | $3,214-22.5% | $2,837-12.2% | $2,846-12.5% |
| Participant deferral / active EE | $4,582 | $5,741-20.2% | $4,657-1.6% | $4,805-4.7% |
| Admin fee / account holder | $111 | $132-16.0% | $7,494-98.5% | $133-16.4% |