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 | $21,053 |
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $4,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,094 | $60,165+33.1% | $74,184+8.0% | $55,167+45.2% |
| Participation rate | 60.4% | 74.2%-13.8pp | 76.6%-16.2pp | 69.0%-8.6pp |
| Annual return | 5.13% | 10.00%-4.9pp | 17.74%-12.6pp | 169.23%-164.1pp |
| Employer contribution / active EE | $845 | $1,600-47.2% | $2,370-64.3% | $1,963-56.9% |
| Participant deferral / active EE | $1,900 | $2,973-36.1% | $3,550-46.5% | $3,054-37.8% |
| Admin fee / account holder | $124 | $419-70.5% | $5,586-97.8% | $504-75.4% |