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 | $147,358 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $16,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,276 | $143,368+36.9% | $87,102+125.3% | $89,609+119.0% |
| Participation rate | 98.5% | 88.2%+10.3pp | 76.9%+21.7pp | 69.6%+29.0pp |
| Annual return | 22.02% | 28.55%-6.5pp | 28.19%-6.2pp | 33.65%-11.6pp |
| Employer contribution / active EE | $6,003 | $4,012+49.6% | $2,521+138.1% | $2,584+132.3% |
| Participant deferral / active EE | $14,937 | $7,129+109.5% | $4,048+269.0% | $4,222+253.8% |
| Admin fee / account holder | $2 | $61-96.4% | $7,493-100.0% | $72-97.0% |