Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $302,472 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $110,832 |
SKYLINE3+ years Service code 28 · EIN 36-4023693 | Investment Management | $91,201 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $88,522 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $88,428 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-5854742 | Investment Management | $87,630 |
Service code 14 · EIN 82-0161600 | Plan Administrator | $80,664 |
FRONTIER CAPITAL MANAGEMENT3+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-3492668 | Investment Management | $76,450 |
AMERICAN FUNDS3+ years Filed as: SPEECE THORSON CAPITAL GROUP, INC. Service code 28 · EIN 41-1701874 | Investment Management | $59,331 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-3286227 | Investment Management | $58,096 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,021 | $53,684-55.3% | $170,435-85.9% | $80,976-70.3% |
| Participation rate | 84.4% | 69.2%+15.2pp | 83.6%+0.8pp | 68.3%+16.2pp |
| Annual return | 17.12% | 25.97%-8.9pp | 205.94%-188.8pp | 22.91%-5.8pp |
| Employer contribution / active EE | $2,356 | $1,642+43.5% | $5,432-56.6% | $2,402-1.9% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $83 | $46+79.0% | $13,881-99.4% | $67+23.0% |