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 15 · EIN 04-2647786 | Recordkeeping | $625,038 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $541,273 |
Filed as: ABSOLUTE CAPITAL Service code 27 101 PENNSYLVANIA BLVD · PITTSBURGH, PA 15228 | Advisory (Plan) | $50,119 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $3,731 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,717 | $114,884-32.4% | $60,919+27.6% | $89,433-13.1% |
| Participation rate | 86.2% | 70.1%+16.1pp | 73.1%+13.1pp | 71.3%+14.9pp |
| Annual return | -16.42% | -13.42%-3.0pp | 16.98%-33.4pp | -11.88%-4.5pp |
| Employer contribution / active EE | $6,620 | $5,609+18.0% | $2,704+144.8% | $3,021+119.2% |
| Participant deferral / active EE | $5,353 | $4,846+10.5% | $3,814+40.3% | $5,125+4.5% |
| Admin fee / account holder | $67 | $37+78.7% | $3,226-97.9% | $79-16.0% |