Filed December 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $126,764 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,752 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $40,000 |
BAKER TILLY US, LLP10+ years Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $15,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,388 | $122,693-23.1% | $184,203-48.8% | $199,593-52.7% |
| Participation rate | 84.6% | 86.8%-2.2pp | 86.8%-2.2pp | 72.0%+12.7pp |
| Annual return | 16.63% | 143.91%-127.3pp | 28.81%-12.2pp | 34.25%-17.6pp |
| Employer contribution / active EE | $1,924 | $4,584-58.0% | $6,427-70.1% | $3,034-36.6% |
| Participant deferral / active EE | $4,710 | $7,990-41.0% | $9,131-48.4% | $5,087-7.4% |
| Admin fee / account holder | $135 | $121+12.1% | $13,901-99.0% | $269-49.7% |