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 | $860,805 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $218,855 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $20,686 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $4,064 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,202 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $53,276 | $111,945-52.4% | $63,018-15.5% | $80,976-34.2% |
| Participation rate | 90.4% | 65.1%+25.3pp | 74.8%+15.6pp | 68.3%+22.1pp |
| Annual return | 20.11% | 17.10%+3.0pp | 87.63%-67.5pp | 22.91%-2.8pp |
| Employer contribution / active EE | $5,428 | $4,590+18.2% | $2,761+96.6% | $2,402+125.9% |
| Participant deferral / active EE | $3,994 | $3,579+11.6% | $3,330+20.0% | $3,848+3.8% |
| Admin fee / account holder | $72 | $24+194.9% | $3,601-98.0% | $67+7.0% |