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 | $818,978 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $409,428 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $19,555 |
TIAA6+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $90 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,489 | $129,352-47.8% | $70,492-4.3% | $106,273-36.5% |
| Participation rate | 85.0% | 73.1%+11.9pp | 75.1%+9.9pp | 70.8%+14.2pp |
| Annual return | 15.59% | 13.88%+1.7pp | 109.16%-93.6pp | 21.70%-6.1pp |
| Employer contribution / active EE | $2,777 | $5,470-49.2% | $2,738+1.4% | $2,722+2.0% |
| Participant deferral / active EE | $4,553 | $4,597-1.0% | $3,711+22.7% | $4,601-1.1% |
| Admin fee / account holder | $66 | $37+81.0% | $3,848-98.3% | $78-15.2% |