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 | $308,978 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $120,153 |
Filed as: SILCHESTER INTERNATIONAL Service code 28 · EIN 13-5854742 | Investment Management | $99,629 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $95,702 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $93,007 |
SKYLINE4+ years Service code 28 · EIN 36-4023693 | Investment Management | $78,028 |
FRONTIER CAPITAL MANAGEMENT4+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-3492668 | Investment Management | $76,732 |
ST. LUKE'S HEALTH SYSTEM1 year Service code 14 · EIN 56-2570681 | Plan Administrator | $70,460 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,321 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-3286227 | Investment Management | $64,833 |
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 | $22,953 | $46,969-51.1% | $154,110-85.1% | $73,367-68.7% |
| Participation rate | 85.8% | 72.4%+13.4pp | 83.0%+2.7pp | 69.5%+16.3pp |
| Annual return | -4.94% | 821.68%-826.6pp | 735.22%-740.2pp | 173.45%-178.4pp |
| Employer contribution / active EE | $3,723 | $1,723+116.1% | $5,298-29.7% | $2,499+49.0% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $78 | $47+68.2% | $13,412-99.4% | $68+14.6% |