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 | $125,366 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,071 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $19,090 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $262 |
FASCORE, LLC5+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $90 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $30 |
Employer contribution per participant 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 | $148,757 | $204,517-27.3% | $69,480+114.1% | $77,775+91.3% |
| Participation rate | 79.6% | 74.6%+5.0pp | 74.6%+5.0pp | 73.2%+6.4pp |
| Annual return | 16.69% | 22.10%-5.4pp | 28.99%-12.3pp | 32.58%-15.9pp |
| Employer contribution / active EE | $10 | $3,548-99.7% | $2,780-99.7% | $2,504-99.6% |
| Participant deferral / active EE | $4,992 | $3,478+43.5% | $3,537+41.1% | $3,966+25.9% |
| Admin fee / account holder | $38 | $101-61.9% | $3,840-99.0% | $100-61.8% |