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 | $136,948 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,598 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $39,393 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $16,104 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $766 |
FASCORE, LLC6+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $97 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $30 |
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 60 | Sub-TA Fees | $0 |
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 | $167,333 | $105,581+58.5% | $70,492+137.4% | $90,274+85.4% |
| Participation rate | 89.0% | 77.5%+11.4pp | 75.1%+13.9pp | 73.4%+15.6pp |
| Annual return | 12.70% | 14.78%-2.1pp | 109.16%-96.5pp | 53.97%-41.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,738-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $7,453 | $3,813+95.5% | $3,711+100.8% | $4,231+76.2% |
| Admin fee / account holder | $51 | $68-25.1% | $3,848-98.7% | $114-55.7% |