Filed December 7, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV'S INST'L OP'S CO, LLC Service code 37 · EIN 04-2647786 | Loan Processing | $525,559 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $416,640 |
SEYFARTH SHAW LLP6 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $110,411 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $103,128 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 16 · EIN 27-2037969 | Consulting | $40,000 |
Filed as: FIDELITY INVESTMENTS TAX-EXEMPT SER Service code 64 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Recordkeeping Fees | $38,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,549 | $138,331+17.5% | $86,717+87.4% | $89,433+81.8% |
| Participation rate | 54.0% | 88.9%-34.9pp | 76.6%-22.6pp | 71.3%-17.2pp |
| Annual return | -17.16% | -11.72%-5.4pp | 35.97%-53.1pp | -11.88%-5.3pp |
| Employer contribution / active EE | $4,832 | $4,812+0.4% | $2,837+70.3% | $3,021+59.9% |
| Participant deferral / active EE | $7,590 | $8,027-5.4% | $4,657+63.0% | $5,125+48.1% |
| Admin fee / account holder | $123 | $64+92.2% | $7,494-98.4% | $79+55.2% |