Filed May 20, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,704 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$26,415 |
Employer contribution per participant 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 | $125,888 | $129,021-2.4% | $184,203-31.7% | $77,643+62.1% |
| Participation rate | 97.0% | 87.3%+9.7pp | 86.8%+10.2pp | 70.6%+26.4pp |
| Annual return | 15.04% | 33.27%-18.2pp | 28.81%-13.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,427 | $7,297+1.8% | $9,131-18.7% | $4,647+59.8% |
| Admin fee / account holder | -$30 | $254-111.8% | $13,901-100.2% | $430-106.9% |