Filed April 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $17,993 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,573 | $54,320+24.4% | $67,652-0.1% | $52,331+29.1% |
| Participation rate | 60.9% | 73.6%-12.7pp | 75.7%-14.8pp | 68.1%-7.2pp |
| Annual return | -5.08% | 6.81%-11.9pp | 6625.04%-6630.1pp | 4.54%-9.6pp |
| Employer contribution / active EE | $880 | $1,544-43.0% | $2,266-61.2% | $1,882-53.2% |
| Participant deferral / active EE | $1,237 | $2,950-58.1% | $3,560-65.3% | $3,022-59.1% |
| Admin fee / account holder | $92 | $527-82.6% | $4,821-98.1% | $592-84.5% |