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 | $14,004 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $3,650 |
SCHNEIDER DOWNS & CO., INC.4+ years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,218 | $59,191+45.7% | $76,768+12.3% | $56,289+53.2% |
| Participation rate | 55.8% | 75.2%-19.4pp | 77.0%-21.2pp | 69.9%-14.0pp |
| Annual return | -2.41% | 6.62%-9.0pp | 2.43%-4.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $972 | $1,759-44.7% | $2,485-60.9% | $2,111-54.0% |
| Participant deferral / active EE | $1,705 | $3,255-47.6% | $3,852-55.7% | $3,350-49.1% |
| Admin fee / account holder | $158 | $489-67.8% | $6,676-97.6% | $521-69.8% |