Filed April 12, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $5,254 |
Service code 16 · EIN 31-1582098 | Consulting | $3,469 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC Service code 16 · EIN 84-0854432 | Consulting | $702 |
Filed as: MORGAN STANLEY FIDUCIARY CONSULTING Service code 16 · EIN 11-3658445 | Consulting | $356 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,439 | $126,661-31.8% | $113,397-23.8% | $138,895-37.8% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 9.17% | 25.05%-15.9pp | 23.20%-14.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $102 | $14,549-99.3% | $11,957-99.1% | $12,562-99.2% |