Filed November 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $3,457 |
ALGER2 years Service code 52 · EIN 13-2665689 | Indirect Investment Fees | $0 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BARON2 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,583 | $62,543+48.0% | $83,327+11.1% | $55,725+66.1% |
| Participation rate | 93.9% | 78.4%+15.5pp | 77.8%+16.2pp | 70.9%+23.1pp |
| Annual return | -2.85% | 14.85%-17.7pp | 10.64%-13.5pp | 244.93%-247.8pp |
| Employer contribution / active EE | $3,477 | $2,427+43.2% | $3,379+2.9% | $2,078+67.3% |
| Participant deferral / active EE | $7,885 | $5,682+38.8% | $5,565+41.7% | $3,356+135.0% |
| Admin fee / account holder | $9 | $103-91.3% | $7,540-99.9% | $115-92.2% |