Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $285,711 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $22,650 |
Filed as: CONCURRENT INVESTMENT Service code 27 · EIN 92-1819393 | Advisory (Plan) | $13,125 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,594 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,518 | $53,204-3.2% | $155,556-66.9% | $200,096-74.3% |
| Participation rate | 88.7% | 64.1%+24.6pp | 78.2%+10.5pp | 72.0%+16.7pp |
| Annual return | 12.25% | 41.02%-28.8pp | 64.84%-52.6pp | 34.26%-22.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $67 | $186-64.0% | $15,885-99.6% | $269-75.2% |