Filed November 21, 2016
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 |
|---|---|---|
Filed as: FIDELITY INVEST. INST. OPR. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $503,561 |
FINANCIAL ENGINES7+ years Service code 26 · EIN 77-0473565 | Advisory (Participants) | $379,148 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 27 · EIN 22-2232264 | Advisory (Plan) | $82,750 |
Filed as: SCHWARTZ & CO. Service code 26 · EIN 38-2117812 | Advisory (Participants) | $47,625 |
ADP BROKER-DEALER1 year Filed as: ADP INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,459 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,645 | $106,087-13.6% | $86,717+5.7% | $78,104+17.3% |
| Participation rate | 94.5% | 89.6%+4.9pp | 76.6%+17.9pp | 74.5%+20.0pp |
| Annual return | -15.66% | -14.87%-0.8pp | 35.97%-51.6pp | 10.90%-26.6pp |
| Employer contribution / active EE | $191 | $4,110-95.4% | $2,837-93.3% | $3,128-93.9% |
| Participant deferral / active EE | $4,951 | $6,851-27.7% | $4,657+6.3% | $5,089-2.7% |
| Admin fee / account holder | $119 | $81+46.6% | $7,494-98.4% | $79+50.8% |