Filed March 27, 2024 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,867,330 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $6,744 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,879 | $145,906+30.1% | $67,560+181.1% | $106,553+78.2% |
| Participation rate | 72.9% | 67.1%+5.8pp | 72.9%0pp | 69.8%+3.1pp |
| Annual return | 24.71% | 15.10%+9.6pp | 3533.50%-3508.8pp | 17.37%+7.3pp |
| Employer contribution / active EE | $6,025 | $6,0280% | $2,737+120.2% | $3,359+79.4% |
| Participant deferral / active EE | $5,420 | $5,093+6.4% | $4,004+35.4% | $5,562-2.6% |
| Admin fee / account holder | $49 | $38+30.5% | $3,994-98.8% | $80-38.0% |