Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 19 · EIN 04-2647786 | Securities Custodian | $120,352 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,545 |
TIAA1 year Service code 13 · EIN 13-1624203 | Contract Administrator | $2,209 |
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 | $223,629 | $113,568+96.9% | $67,560+231.0% | $200,096+11.8% |
| Participation rate | 95.0% | 73.3%+21.7pp | 72.9%+22.1pp | 72.0%+23.0pp |
| Annual return | 12.69% | 15.88%-3.2pp | 3533.50%-3520.8pp | 34.26%-21.6pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,737-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $9,982 | $4,163+139.8% | $4,004+149.3% | $5,090+96.1% |
| Admin fee / account holder | $48 | $102-53.2% | $3,994-98.8% | $269-82.2% |