Filed November 12, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,793 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $31,523 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $25,725 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$77,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,639 | $102,872-43.0% | $136,749-57.1% | $102,872-43.0% |
| Participation rate | 82.9% | 73.0%+9.9pp | 72.1%+10.8pp | 73.0%+9.9pp |
| Annual return | 17.39% | 19.06%-1.7pp | 24.33%-6.9pp | 19.06%-1.7pp |
| Employer contribution / active EE | $2,996 | $3,526-15.0% | $3,400-11.9% | $3,526-15.0% |
| Participant deferral / active EE | $2,825 | $5,535-49.0% | $4,692-39.8% | $5,535-49.0% |
| Admin fee / account holder | $15 | $292-95.0% | $11,386-99.9% | $292-95.0% |