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 | $159,635 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $31,366 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,851 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $812 |
FASCORE, LLC3+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $90 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $57 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,350 | $92,091+44.8% | $63,018+111.6% | $77,958+71.1% |
| Participation rate | 99.4% | 74.5%+24.9pp | 74.8%+24.6pp | 71.6%+27.7pp |
| Annual return | 13.76% | 16.23%-2.5pp | 87.63%-73.9pp | 20.87%-7.1pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,086 | $3,361+110.8% | $3,330+112.8% | $3,537+100.4% |
| Admin fee / account holder | $42 | $48-11.4% | $3,601-98.8% | $97-56.4% |