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 | $101,365 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $5,269 |
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.
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 | $176,940 | $87,173+103.0% | $59,899+195.4% | $75,289+135.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 74.7%-8.0pp | 72.4%-5.7pp |
| Annual return | 8.51% | -2.14%+10.7pp | 3.46%+5.1pp | -0.04%+8.6pp |
| Employer contribution / active EE | $4,445 | $3,473+28.0% | $2,723+63.3% | $2,405+84.8% |
| Participant deferral / active EE | $75 | $3,379-97.8% | $3,403-97.8% | $3,739-98.0% |
| Admin fee / account holder | $2 | $75-97.0% | $3,592-99.9% | $102-97.8% |