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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS Service code 13 · EIN 04-2647786 | Contract Administrator | $48,706 |
GEORGE JOHNSON & COMPANY5 years Service code 10 · EIN 38-2029668 | Accounting | $21,000 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL PEARL STREET INV MGMNT Service code 28 · EIN 43-0538770 | Investment Management | $12,000 |
FINANCIAL ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $2,392 |
FID INV INST OPS CO8 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 | $33,654 | $53,136-36.7% | $155,509-78.4% | $199,593-83.1% |
| Participation rate | 69.5% | 64.1%+5.4pp | 78.2%-8.7pp | 72.0%-2.5pp |
| Annual return | 11.21% | 41.15%-29.9pp | 64.67%-53.5pp | 34.25%-23.0pp |
| Employer contribution / active EE | $1,282 | $1,851-30.7% | $4,672-72.6% | $3,034-57.7% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $58 | $185-68.5% | $15,912-99.6% | $269-78.3% |