Filed July 29, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 PO BOX 770002 · CINCINNATI, OH 452770086 | Recordkeeping Fees | $74,755 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,947 | $92,091+85.6% | $63,018+171.3% | $77,958+119.3% |
| Participation rate | 65.7% | 74.5%-8.7pp | 74.8%-9.1pp | 71.6%-5.9pp |
| Annual return | 11.69% | 16.23%-4.5pp | 87.63%-75.9pp | 20.87%-9.2pp |
| Employer contribution / active EE | $4,171 | $3,424+21.8% | $2,761+51.1% | $2,310+80.5% |
| Participant deferral / active EE | $67 | $3,361-98.0% | $3,330-98.0% | $3,537-98.1% |
| Admin fee / account holder | $3 | $48-93.1% | $3,601-99.9% | $97-96.6% |