Filed February 16, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $89,097 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,095 | $88,890+25.0% | $102,423+8.5% | $77,643+43.1% |
| Participation rate | 92.0% | 80.9%+11.1pp | 76.5%+15.5pp | 70.6%+21.4pp |
| Annual return | 15.54% | 24.98%-9.4pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,929 | $2,698+45.6% | $3,023+30.0% | $2,726+44.1% |
| Participant deferral / active EE | $8,442 | $5,145+64.1% | $5,053+67.1% | $4,647+81.6% |
| Admin fee / account holder | $124 | $235-47.5% | $9,451-98.7% | $430-71.3% |