Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $510,889 |
Filed as: FIDELITY INV'S INST'L OP'S CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $380,004 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $114,160 |
SEYFARTH SHAW LLP8 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $75,469 |
Filed as: FIDELITY INVESTMENTS TAX-EXEMPT SER Service code 64 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,176 | $159,391+1.7% | $102,460+58.3% | $99,313+63.3% |
| Participation rate | 95.8% | 88.6%+7.2pp | 76.5%+19.3pp | 71.7%+24.1pp |
| Annual return | 16.23% | 19.03%-2.8pp | 29.47%-13.2pp | 17.67%-1.4pp |
| Employer contribution / active EE | $6,599 | $4,207+56.9% | $3,025+118.1% | $3,264+102.2% |
| Participant deferral / active EE | $10,135 | $7,498+35.2% | $5,056+100.4% | $5,346+89.6% |
| Admin fee / account holder | $98 | $159-38.3% | $9,460-99.0% | $109-10.0% |