Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 14 · EIN 04-2647786 | Plan Administrator | $255,657 |
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $207,172 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,044 |
Filed as: VALIC Service code 13 · EIN 74-1625348 | Contract Administrator | $33,425 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 13 · EIN 06-0566090 | Contract Administrator | $76 |
FASCORE, LLC9+ years Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $54 |
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 | $460,939 | $83,884+449.5% | $64,110+619.0% | $74,478+518.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.50% | 16.57%-2.1pp | 33.75%-19.3pp | 34.37%-19.9pp |
| Employer contribution / active EE | $19,908 | $3,084+545.6% | $2,751+623.8% | $2,637+655.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,883-100.0% | $4,530-100.0% |
| Admin fee / account holder | $220 | $196+12.3% | $3,071-92.8% | $347-36.6% |