Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $342,350 |
MORNINGSTAR2+ years Service code 99 · EIN 36-2923857 | Other Fees | $156,841 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $83,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,473 | $126,925+13.8% | $74,184+94.7% | $329,111-56.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 7.87% | 10.67%-2.8pp | 17.74%-9.9pp | 16.35%-8.5pp |
| Employer contribution / active EE | $1,656 | $3,536-53.2% | $2,370-30.1% | $2,303-28.1% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $14 | $64-78.2% | $5,586-99.8% | $754-98.2% |