Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $150,388 |
Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $13,666 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,400 | $127,796+26.3% | $76,768+110.2% | $73,367+120.0% |
| Participation rate | 98.0% | 88.2%+9.8pp | 77.0%+21.0pp | 69.5%+28.5pp |
| Annual return | -5.85% | -2.31%-3.5pp | 2.43%-8.3pp | 173.45%-179.3pp |
| Employer contribution / active EE | $6,015 | $3,931+53.0% | $2,485+142.0% | $2,499+140.7% |
| Participant deferral / active EE | $13,974 | $6,924+101.8% | $3,852+262.8% | $4,033+246.5% |
| Admin fee / account holder | $2 | $66-96.6% | $6,676-100.0% | $68-96.7% |