Filed April 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $22,839 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $7,523 |
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.
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 | $74,059 | $72,770+1.8% | $67,652+9.5% | $55,191+34.2% |
| Participation rate | 55.6% | 78.8%-23.2pp | 75.7%-20.1pp | 69.2%-13.6pp |
| Annual return | -0.21% | -3.26%+3.1pp | 6625.40%-6625.6pp | 10.78%-11.0pp |
| Employer contribution / active EE | $544 | $1,769-69.2% | $2,266-76.0% | $1,899-71.3% |
| Participant deferral / active EE | $1,071 | $3,408-68.6% | $3,560-69.9% | $3,046-64.8% |
| Admin fee / account holder | $117 | $79+48.6% | $4,821-97.6% | $91+29.0% |