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 | $305,423 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $98,222 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $93,023 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $90,461 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0294065 | Investment Management | $67,529 |
RVK, INC.3 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $58,870 |
SKYLINE6+ years Service code 28 · EIN 36-4023693 | Investment Management | $48,349 |
TRAUTMANN MAHER & ASSOCIATES6+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526581 | Recordkeeping | $48,110 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN CORE REALTY FUND, LLC Service code 28 · EIN 95-4871432 | Investment Management | $29,671 |
LITTLER MENDELSON, P.C.6+ years Service code 29 · EIN 94-2602731 | Legal | $26,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,113 | $66,513-33.7% | $178,510-75.3% | $106,273-58.5% |
| Participation rate | 67.8% | 73.8%-6.0pp | 81.9%-14.2pp | 70.8%-3.0pp |
| Annual return | 15.56% | 21.81%-6.3pp | 151.13%-135.6pp | 21.70%-6.1pp |
| Employer contribution / active EE | $2,851 | $1,776+60.5% | $5,011-43.1% | $2,722+4.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,601-100.0% |
| Admin fee / account holder | $69 | $53+28.1% | $13,988-99.5% | $78-12.6% |