Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $251,047 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 13 · EIN 26-0058143 | Contract Administrator | $140,000 |
Filed as: VALIC Service code 15 · EIN 74-1625348 | Recordkeeping | $43,500 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,541 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,116 |
FASCORE, LLC1+ years Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $90 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE INSURANCE COMPANY OF CT Service code 13 · EIN 06-0566090 | Contract Administrator | $76 |
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 | $223,304 | $112,772+98.0% | $57,357+289.3% | $59,188+277.3% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 1.70% | 0.85%+0.9pp | 24.41%-22.7pp | 5.51%-3.8pp |
| Employer contribution / active EE | $14,930 | $3,400+339.1% | $2,689+455.2% | $2,098+611.6% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $108 | $144-25.0% | $3,357-96.8% | $92+17.2% |