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 | $370,514 |
CHAO & COMPANY, LTD7+ years Filed as: CHAO & COMPANY, LTD. Service code 27 · EIN 52-1804602 | Advisory (Plan) | $65,000 |
ARY ROEPCKE MULCHAEY, P.C.7+ years Service code 10 · EIN 52-2370901 | Accounting | $32,500 |
VORYS, SATER, SEYMOUR & PEASE7+ years Filed as: VORYS, SATER, SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $10,854 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,671 | $55,785+53.6% | $96,583-11.3% | $106,520-19.6% |
| Participation rate | 8.7% | 53.4%-44.7pp | 69.8%-61.1pp | 71.3%-62.6pp |
| Annual return | 17.60% | 17.66%-0.1pp | 37.79%-20.2pp | 19.28%-1.7pp |
| Employer contribution / active EE | $354 | $1,042-66.0% | $2,357-85.0% | $2,840-87.5% |
| Participant deferral / active EE | $602 | $1,782-66.2% | $3,850-84.4% | $4,948-87.8% |
| Admin fee / account holder | $101 | $59+71.8% | $6,184-98.4% | $75+35.3% |