Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 15 · EIN 04-2647786 | Recordkeeping | $159,261 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $36,626 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,693 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $395 |
FASCORE, LLC1+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $99 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $80 |
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 | $107,442 | $112,772-4.7% | $57,357+87.3% | $59,188+81.5% |
| Participation rate | 71.6% | 71.3%+0.3pp | 75.1%-3.4pp | 69.4%+2.2pp |
| Annual return | 2.13% | 0.85%+1.3pp | 24.41%-22.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $0 | $3,400-100.0% | $2,689-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $4,527 | $3,010+50.4% | $3,162+43.2% | $3,265+38.7% |
| Admin fee / account holder | $38 | $144-73.9% | $3,357-98.9% | $92-59.2% |