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 | $175,368 |
DYKEMA GOSSETT PLLC2 years Filed as: DYKEMA GOSSETT, PLLC Service code 29 · EIN 38-1446628 | Legal | $5,355 |
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 | $76,162 | $104,544-27.1% | $96,564-21.1% | $80,187-5.0% |
| Participation rate | 95.7% | 86.4%+9.3pp | 76.0%+19.7pp | 72.9%+22.8pp |
| Annual return | 22.88% | 21.79%+1.1pp | 25.89%-3.0pp | 40.40%-17.5pp |
| Employer contribution / active EE | $2,484 | $3,527-29.6% | $2,967-16.3% | $2,980-16.6% |
| Participant deferral / active EE | $4,574 | $6,170-25.9% | $4,852-5.7% | $5,016-8.8% |
| Admin fee / account holder | $63 | $107-40.9% | $8,256-99.2% | $145-56.5% |