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 | $944,904 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $293,863 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $21,526 |
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,867 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $831 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,890 | $97,136-47.6% | $59,899-15.0% | $73,367-30.6% |
| Participation rate | 76.6% | 65.8%+10.9pp | 74.7%+1.9pp | 69.5%+7.2pp |
| Annual return | -5.13% | -2.56%-2.6pp | 3.46%-8.6pp | 173.45%-178.6pp |
| Employer contribution / active EE | $5,056 | $4,492+12.5% | $2,723+85.7% | $2,499+102.3% |
| Participant deferral / active EE | $3,807 | $4,036-5.7% | $3,403+11.9% | $4,033-5.6% |
| Admin fee / account holder | $77 | $31+150.5% | $3,592-97.9% | $68+12.3% |