Filed January 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,225,434 |
ENTERPRISE BANK & TRUST4+ years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $104,090 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $89,307 |
FID INV INST OPS CO1 year Filed as: FID INV INTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,453 | $116,243+109.4% | $91,989+164.7% | $89,569+171.8% |
| Participation rate | 97.4% | 84.8%+12.6pp | 78.6%+18.8pp | 69.6%+27.8pp |
| Annual return | 20.99% | 23.75%-2.8pp | 69.02%-48.0pp | 34.56%-13.6pp |
| Employer contribution / active EE | $5,167 | $3,226+60.2% | $3,452+49.7% | $2,584+100.0% |
| Participant deferral / active EE | $13,127 | $7,519+74.6% | $5,923+121.6% | $4,220+211.0% |
| Admin fee / account holder | $41 | $82-50.3% | $7,743-99.5% | $72-42.9% |