Filed January 13, 2016
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $1,806,964 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $86,300 |
ENTERPRISE BANK & TRUST5 years Filed as: HEWLETT PACKARD ENTERPRISE Service code 14 · EIN 47-3298624 | Plan Administrator | $73,220 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,849 | $139,618+89.7% | $100,540+163.4% | $106,273+149.2% |
| Participation rate | 97.3% | 83.2%+14.1pp | 79.4%+17.9pp | 70.8%+26.5pp |
| Annual return | 14.37% | 22.24%-7.9pp | 30.90%-16.5pp | 21.70%-7.3pp |
| Employer contribution / active EE | $2,908 | $3,379-13.9% | $3,419-15.0% | $2,722+6.8% |
| Participant deferral / active EE | $14,750 | $8,459+74.4% | $6,272+135.2% | $4,601+220.6% |
| Admin fee / account holder | $61 | $91-33.3% | $8,082-99.3% | $78-22.7% |