| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTIT OPER CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,083,725 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $397,577 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 17 · EIN 22-2232264 | Pension Consulting | $61,500 |
NORTON ROSE FULBRIGHT2 years Service code 29 · EIN 74-1201087 | Legal | $52,860 |
THE PFE GROUP1 year Service code 16 · EIN 71-1036677 | Consulting | $39,658 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS LLP Service code 10 · EIN 13-2781641 | Accounting | $32,118 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNISKNUPP Service code 27 · EIN 36-3109431 | Advisory (Plan) | $20,833 |
Filed as: MARATHAS, BARROW, WEATHERHEAD, LENT Service code 29 · EIN 47-3430297 | Legal | $15,668 |
Filed as: FIDELITY INVEST INSTIT OPER COMPANY Service code 60 | Sub-TA Fees | $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 | $64,257 | $80,506-20.2% | $136,298-52.9% | $80,976-20.6% |
| Participation rate | 92.5% | 61.9%+30.7pp | 81.9%+10.6pp | 68.3%+24.3pp |
| Annual return | 19.76% | 27.70%-7.9pp | 5156.27%-5136.5pp | 22.91%-3.1pp |
| Employer contribution / active EE | $3,262 | $1,943+67.9% | $4,696-30.5% | $2,402+35.8% |
| Participant deferral / active EE | $7,172 | $4,601+55.9% | $6,247+14.8% | $3,848+86.4% |
| Admin fee / account holder | $41 | $72-43.3% | $9,244-99.6% | $67-39.6% |