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 | $766,348 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,755 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $19,885 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,423 |
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $1,442 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,018 | $78,181-47.5% | $57,357-28.5% | $67,505-39.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 71.2%+28.8pp |
| Annual return | -0.03% | 2.76%-2.8pp | 24.41%-24.4pp | 6.52%-6.6pp |
| Employer contribution / active EE | $5,371 | $3,924+36.9% | $2,689+99.7% | $2,173+147.2% |
| Participant deferral / active EE | $3,994 | $3,501+14.1% | $3,162+26.3% | $3,597+11.1% |
| Admin fee / account holder | $71 | $27+168.4% | $3,357-97.9% | $56+26.7% |