Filed December 1, 2015 (most recent of 2 filings on file)
Total covered: 418 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST. OPER CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $476,114 |
CHAO & COMPANY, LTD1+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $68,696 |
ARY ROEPCKE MULCHAEY, P.C.1+ years Service code 10 · EIN 52-2370901 | Accounting | $20,025 |
VORYS, SATER, SEYMOUR & PEASE1+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $14,447 |
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 | $34,549 | $30,072+14.9% | $64,101-46.1% | $67,505-48.8% |
| Participation rate | 40.1% | 59.4%-19.3pp | 68.2%-28.1pp | 71.2%-31.1pp |
| Annual return | -3.64% | 0.30%-3.9pp | 791.27%-794.9pp | 6.52%-10.2pp |
| Employer contribution / active EE | $962 | $725+32.7% | $1,820-47.1% | $2,173-55.7% |
| Participant deferral / active EE | $1,379 | $1,453-5.1% | $2,822-51.1% | $3,597-61.7% |
| Admin fee / account holder | $111 | $62+78.9% | $4,499-97.5% | $56+98.3% |