Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $98,180 |
MORNINGSTAR5+ years Service code 99 · EIN 36-2923857 | Other Fees | $15,375 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,225 |
Employer 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 | $184,554 | $143,368+28.7% | $87,102+111.9% | $89,609+106.0% |
| Participation rate | 99.9% | 88.2%+11.7pp | 76.9%+23.0pp | 69.6%+30.3pp |
| Annual return | 14.81% | 28.55%-13.7pp | 28.19%-13.4pp | 33.65%-18.8pp |
| Employer contribution / active EE | $1,551 | $4,012-61.3% | $2,521-38.5% | $2,584-40.0% |
| Participant deferral / active EE | $0 | $7,129-100.0% | $4,048-100.0% | $4,222-100.0% |
| Admin fee / account holder | $3 | $61-94.5% | $7,493-100.0% | $72-95.3% |