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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 50 · EIN 04-2647786 | Direct Payment | $54,925 |
GEORGE JOHNSON & COMPANY4 years Service code 10 · EIN 38-2029668 | Accounting | $21,000 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL PEARL STREET INV MGMNT Service code 28 · EIN 43-0538770 | Investment Management | $15,000 |
FINANCIAL ENGINES7 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $1,703 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,605 | $52,660-45.7% | $86,612-67.0% | $80,160-64.3% |
| Participation rate | 48.0% | 62.4%-14.4pp | 71.7%-23.7pp | 72.9%-24.9pp |
| Annual return | 14.95% | 24.87%-9.9pp | 591.07%-576.1pp | 40.38%-25.4pp |
| Employer contribution / active EE | $1,107 | $2,140-48.3% | $3,022-63.4% | $2,978-62.8% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $57 | $113-49.3% | $5,614-99.0% | $145-60.5% |