Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $326,450 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $120,359 |
HARTER SECREST & EMERY LLP8 years Service code 29 · EIN 16-0766172 | Legal | $46,592 |
MERCER9 years Service code 16 · EIN 13-2834414 | Consulting | $39,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,168 | $57,150+36.8% | $93,727-16.6% | $106,553-26.6% |
| Participation rate | 35.4% | 49.1%-13.7pp | 68.7%-33.4pp | 69.8%-34.5pp |
| Annual return | 14.89% | 15.81%-0.9pp | 133.83%-118.9pp | 17.37%-2.5pp |
| Employer contribution / active EE | $1,276 | $1,015+25.7% | $2,421-47.3% | $3,359-62.0% |
| Participant deferral / active EE | $2,513 | $1,853+35.6% | $4,417-43.1% | $5,562-54.8% |
| Admin fee / account holder | $63 | $64-1.9% | $8,292-99.2% | $80-20.7% |