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 | $803,108 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $128,911 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $19,095 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,485 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,923 |
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 | $45,327 | $89,117-49.1% | $57,196-20.8% | $329,111-86.2% |
| Participation rate | 82.2% | 67.2%+14.9pp | 75.3%+6.8pp | 67.9%+14.3pp |
| Annual return | 9.57% | 7.87%+1.7pp | 14.59%-5.0pp | 16.35%-6.8pp |
| Employer contribution / active EE | $3,433 | $4,034-14.9% | $2,683+28.0% | $2,303+49.0% |
| Participant deferral / active EE | $2,657 | $3,328-20.2% | $3,096-14.2% | $3,682-27.8% |
| Admin fee / account holder | $69 | $21+226.9% | $3,141-97.8% | $754-90.8% |