Filed December 14, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SUMMA HEALTH5 years Service code 14 · EIN 34-1887844 | Plan Administrator | $98,616 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $49,418 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,066 |
Filed as: FIDELITY INVESTMENTS INSTIT OPS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: FIDELITY INVESTMENTS INSTIT CO INC Service code 37 · EIN 04-2647786 | Loan Processing | -$434,177 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,069 | $63,259+53.4% | $178,510-45.6% | $93,223+4.1% |
| Participation rate | 99.9% | 72.1%+27.8pp | 81.9%+18.0pp | 74.9%+25.0pp |
| Annual return | 20.88% | 19.93%+1.0pp | 151.13%-130.2pp | 19.29%+1.6pp |
| Employer contribution / active EE | $1,562 | $1,865-16.2% | $5,011-68.8% | $2,680-41.7% |
| Participant deferral / active EE | $4,904 | $3,372+45.4% | $5,202-5.7% | $4,563+7.5% |
| Admin fee / account holder | $49 | $58-15.1% | $13,988-99.6% | $79-37.8% |