Filed January 12, 2024 (most recent of 14 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $244,161 |
TIAA10+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $138,903 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $135,043 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,757 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VALIC Service code 13 · EIN 74-1625348 | Contract Administrator | $37,100 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $76 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $520,142 | $91,695+467.3% | $67,575+669.7% | $77,736+569.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 12.17% | 14.88%-2.7pp | 3528.98%-3516.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $19,954 | $3,189+525.7% | $2,736+629.4% | $2,728+631.5% |
| Participant deferral / active EE | $0 | $3,912-100.0% | $4,003-100.0% | $4,651-100.0% |
| Admin fee / account holder | $197 | $245-19.4% | $3,993-95.1% | $433-54.5% |