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 12 · EIN 04-2647786 | Contract Administrator; Recordkeeping... | $1,696,540 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $228,400 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $71,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 7.68% | 7.02%+0.7pp | 5.44%+2.2pp | 10.64%-3.0pp |
| Employer contribution / active EE | $10,049 | $9,548+5.3% | $25,481-60.6% | $11,561-13.1% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |