Filed January 19, 2016
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $291,329 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 | Accounting | $21,600 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,415 | $50,169+56.3% | $149,740-47.6% | $80,187-2.2% |
| Participation rate | 51.2% | 64.3%-13.1pp | 78.8%-27.6pp | 72.9%-21.8pp |
| Annual return | 101.60% | 29.82%+71.8pp | 134.51%-32.9pp | 40.40%+61.2pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $93 | $153-39.4% | $13,222-99.3% | $145-36.2% |