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 | $415,873 |
CHAO & COMPANY, LTD3+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $74,894 |
ARY ROEPCKE MULCHAEY, P.C.3+ years Service code 10 · EIN 52-2370901 | Accounting | $32,539 |
VORYS, SATER, SEYMOUR & PEASE3+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $22,819 |
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 | $49,432 | $39,909+23.9% | $78,775-37.2% | $80,976-39.0% |
| Participation rate | 8.2% | 55.7%-47.6pp | 69.2%-61.0pp | 68.3%-60.1pp |
| Annual return | 18.47% | 23.47%-5.0pp | 35.62%-17.2pp | 22.91%-4.4pp |
| Employer contribution / active EE | $228 | $778-70.7% | $1,986-88.5% | $2,402-90.5% |
| Participant deferral / active EE | $387 | $1,359-71.5% | $2,958-86.9% | $3,848-89.9% |
| Admin fee / account holder | $112 | $50+124.5% | $5,132-97.8% | $67+65.4% |