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 | $838,211 |
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $576,132 |
Filed as: ABSOLUTE CAPITAL Service code 27 101 PENNSYLVANIA BLVD · PITTSBURGH, PA 15228 | Advisory (Plan) | $573,812 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 13 · EIN 74-1625348 | Contract Administrator | $16,334 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,168 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,838 | $133,493-29.7% | $64,110+46.4% | $96,393-2.7% |
| Participation rate | 88.9% | 69.3%+19.6pp | 72.3%+16.6pp | 71.3%+17.6pp |
| Annual return | 19.11% | 17.06%+2.0pp | 33.75%-14.6pp | 22.88%-3.8pp |
| Employer contribution / active EE | $7,554 | $6,233+21.2% | $2,751+174.6% | $3,239+133.2% |
| Participant deferral / active EE | $5,879 | $5,097+15.3% | $3,883+51.4% | $5,455+7.8% |
| Admin fee / account holder | $109 | $34+217.9% | $3,071-96.4% | $74+47.8% |