Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $440,504 |
MORNINGSTAR3+ years Service code 99 · EIN 36-2923857 | Other Fees | $189,017 |
ERNST & YOUNG LLP3+ years Service code 10 · EIN 34-6565596 | Accounting | $146,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,660 | $136,209+20.9% | $82,312+100.0% | $80,976+103.3% |
| Participation rate | 99.8% | 88.0%+11.8pp | 76.9%+22.9pp | 68.3%+31.5pp |
| Annual return | 14.31% | 21.54%-7.2pp | 25.88%-11.6pp | 22.91%-8.6pp |
| Employer contribution / active EE | $1,443 | $3,633-60.3% | $2,428-40.6% | $2,402-39.9% |
| Participant deferral / active EE | $0 | $6,693-100.0% | $3,706-100.0% | $3,848-100.0% |
| Admin fee / account holder | $19 | $62-68.8% | $5,608-99.7% | $67-71.3% |