Filed November 9, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTRUMENTS Service code 10 · EIN 04-2647786 | Accounting | $69,669 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 49 · EIN 36-3109431 | Other Services | $33,500 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,064 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $0 | $38,312-100.0% | $100,671-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 57.4%-57.4pp | 70.7%-70.7pp | 69.4%-69.4pp |
| Annual return | 1.35% | 2.64%-1.3pp | 20.43%-19.1pp | 5.51%-4.2pp |
| Employer contribution / active EE | $128 | $1,183-89.2% | $4,012-96.8% | $2,098-93.9% |
| Participant deferral / active EE | $811 | $1,847-56.1% | $3,144-74.2% | $3,265-75.2% |
| Admin fee / account holder | $0 | $68-100.0% | $4,850-100.0% | $92-100.0% |