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 | $158,104 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $27,388 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,122 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $386 |
FASCORE, LLC4+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $90 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $30 |
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 | $126,404 | $87,173+45.0% | $59,899+111.0% | $75,289+67.9% |
| Participation rate | 76.2% | 74.5%+1.7pp | 74.7%+1.5pp | 72.4%+3.8pp |
| Annual return | -1.77% | -2.14%+0.4pp | 3.46%-5.2pp | -0.04%-1.7pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,723-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,972 | $3,379+47.1% | $3,403+46.1% | $3,739+33.0% |
| Admin fee / account holder | $42 | $75-43.9% | $3,592-98.8% | $102-59.0% |