Filed October 23, 2014 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $448,917 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $158,192 |
MERCER11+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $125,423 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $63,750 |
GODFREY & KAHN11+ years Filed as: GODFREY AND KAHN Service code 29 · EIN 39-1128206 | Legal | $14,091 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,346 | $126,505-24.6% | $113,397-15.9% | $126,505-24.6% |
| Participation rate | 97.2% | 81.0%+16.2pp | 76.5%+20.7pp | 81.0%+16.2pp |
| Annual return | 16.19% | 14.86%+1.3pp | 23.20%-7.0pp | 14.86%+1.3pp |
| Employer contribution / active EE | $3,479 | $4,041-13.9% | $2,977+16.9% | $4,041-13.9% |
| Participant deferral / active EE | $5,631 | $6,313-10.8% | $5,076+10.9% | $6,313-10.8% |
| Admin fee / account holder | $102 | $145-29.8% | $11,957-99.1% | $145-29.8% |