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 19 · EIN 04-2647786 | Securities Custodian | $137,493 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,693 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $22,192 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $380 |
FASCORE, LLC8+ years Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $72 |
Filed as: METLIFE INSURANCE COMPANY 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 | $172,909 | $98,780+75.0% | $60,919+183.8% | $77,906+121.9% |
| Participation rate | 93.8% | 76.7%+17.1pp | 73.1%+20.7pp | 73.7%+20.1pp |
| Annual return | -10.87% | -11.56%+0.7pp | 16.98%-27.9pp | 12.16%-23.0pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $2,704-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $8,818 | $4,200+109.9% | $3,814+131.2% | $4,805+83.5% |
| Admin fee / account holder | $55 | $89-37.8% | $3,226-98.3% | $133-58.5% |