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 | $302,702 |
AMERICAN REALTY ADVISORS5+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $115,174 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $89,815 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $83,271 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $79,845 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $58,000 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0294065 | Investment Management | $48,723 |
SKYLINE5+ years Service code 28 · EIN 36-4023693 | Investment Management | $39,347 |
TRAUTMANN MAHER & ASSOCIATES5+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526581 | Recordkeeping | $27,525 |
MERCER1 year Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $17,380 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,367 | $58,202-53.0% | $172,757-84.2% | $89,609-69.5% |
| Participation rate | 87.2% | 72.8%+14.4pp | 82.6%+4.6pp | 69.6%+17.6pp |
| Annual return | 18.57% | 61.59%-43.0pp | 803.06%-784.5pp | 33.65%-15.1pp |
| Employer contribution / active EE | $3,624 | $1,759+106.0% | $5,144-29.6% | $2,584+40.2% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $50 | $53-5.0% | $13,956-99.6% | $72-30.3% |