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 | $337,546 |
CHAO & COMPANY, LTD5+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $70,580 |
ARY ROEPCKE MULCHAEY, P.C.5+ years Service code 10 · EIN 52-2370901 | Accounting | $32,581 |
VORYS, SATER, SEYMOUR & PEASE5+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $21,168 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,529 | $100,179-37.6% | $84,015-25.6% | $89,569-30.2% |
| Participation rate | 6.6% | 54.1%-47.5pp | 69.0%-62.4pp | 69.6%-62.9pp |
| Annual return | 25.06% | 22.50%+2.6pp | 71.31%-46.2pp | 34.56%-9.5pp |
| Employer contribution / active EE | $218 | $816-73.3% | $1,983-89.0% | $2,584-91.6% |
| Participant deferral / active EE | $385 | $1,459-73.6% | $3,239-88.1% | $4,220-90.9% |
| Admin fee / account holder | $97 | $72+34.2% | $6,101-98.4% | $72+35.1% |