Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $470,583 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $353,464 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $15,460 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,325 |
RVK, INC.1 year Filed as: RVK Service code 27 · EIN 93-0910652 | Advisory (Plan) | $8,796 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $6,683 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,168 | $73,283-11.1% | $155,509-58.1% | $106,382-38.7% |
| Participation rate | 71.6% | 73.3%-1.7pp | 78.2%-6.6pp | 69.9%+1.7pp |
| Annual return | 15.65% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $5,914 | $4,580+29.1% | $5,626+5.1% | $5,569+6.2% |
| Admin fee / account holder | $49 | $56-11.9% | $15,912-99.7% | $79-37.6% |