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 | $872,830 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $495,905 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $22,790 |
TIAA7+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $4,167 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,118 | $141,493-34.9% | $75,728+21.6% | $106,520-13.5% |
| Participation rate | 87.9% | 65.2%+22.7pp | 74.8%+13.1pp | 71.3%+16.6pp |
| Annual return | 14.77% | 15.80%-1.0pp | 104.66%-89.9pp | 19.28%-4.5pp |
| Employer contribution / active EE | $5,685 | $4,166+36.5% | $2,743+107.2% | $2,840+100.1% |
| Participant deferral / active EE | $4,989 | $4,740+5.3% | $3,820+30.6% | $4,948+0.8% |
| Admin fee / account holder | $85 | $40+109.7% | $3,620-97.7% | $75+13.6% |