Filed January 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,371,954 |
SHORELINE INVESTMENT MGMT CO1+ years Service code 50 · EIN 77-0534201 | Direct Payment | $838,153 |
ENTERPRISE BANK & TRUST1+ years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $268,861 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $226,390 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $195,737 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $154,157 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELLOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $94,080 |
FID INV INST OPS CO1+ years Filed as: FID MGMT TRUST CO Service code 16 · EIN 04-2723880 | Consulting | $88,715 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $80,611 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA'S ADMINISTRATIVE SYSTEM Service code 16 · EIN 06-6033492 | Consulting | $27,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,679 | $86,496+97.3% | $80,975+110.8% | $329,111-48.1% |
| Participation rate | 96.6% | 80.0%+16.6pp | 75.8%+20.8pp | 67.9%+28.7pp |
| Annual return | 10.72% | 20.13%-9.4pp | 17.10%-6.4pp | 16.35%-5.6pp |
| Employer contribution / active EE | $3,871 | $2,395+61.6% | $3,714+4.2% | $2,303+68.0% |
| Participant deferral / active EE | $9,467 | $5,350+76.9% | $5,696+66.2% | $3,682+157.1% |
| Admin fee / account holder | $83 | $69+20.0% | $5,516-98.5% | $754-88.9% |