Filed December 16, 2015 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $524,332 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $32,499 |
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 | $178,565 | $117,148+52.4% | $67,560+164.3% | $99,313+79.8% |
| Participation rate | 99.3% | 72.7%+26.6pp | 72.9%+26.3pp | 71.7%+27.6pp |
| Annual return | 11.70% | 14.15%-2.5pp | 3533.50%-3521.8pp | 17.67%-6.0pp |
| Employer contribution / active EE | $11,610 | $4,623+151.1% | $2,737+324.2% | $3,264+255.7% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,004-100.0% | $5,346-100.0% |
| Admin fee / account holder | $33 | $50-33.9% | $3,994-99.2% | $109-69.7% |