Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $9,675 |
GBQ PARTNERS1+ years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $0 |
Filed as: VOYA Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
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 | $28,259 | $63,964-55.8% | $147,618-80.9% | $67,505-58.1% |
| Participation rate | 97.8% | 68.6%+29.3pp | 84.6%+13.2pp | 71.2%+26.6pp |
| Annual return | 1.77% | 9.05%-7.3pp | 61.98%-60.2pp | 6.52%-4.8pp |
| Employer contribution / active EE | $3,609 | $1,618+123.1% | $5,564-35.1% | $2,173+66.1% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $2 | $43-95.6% | $11,612-100.0% | $56-96.7% |