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 | $461,144 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS, INC Service code 26 · EIN 04-2654524 | Advisory (Participants) | $217,278 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $43,434 |
TRAUTMANN MAHER & ASSOCIATES7+ years Filed as: TRAUTMANN MAHER AND ASSOCIATES Service code 15 · EIN 91-1526581 | Recordkeeping | $15,250 |
RVK, INC.4 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 16 · EIN 93-0910652 | Consulting | $14,935 |
Filed as: BARROW, HANLEY, WHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $11,533 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0294065 | Investment Management | $10,676 |
LITTLER MENDELSON, P.C.7+ years Service code 29 · EIN 94-2602731 | Legal | $2,640 |
SKYLINE7+ years Service code 28 · EIN 36-4023693 | Investment Management | $1,317 |
MERCER3 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 16 · EIN 13-2834414 | Consulting | $332 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,717 | $68,062-49.0% | $185,854-81.3% | $106,520-67.4% |
| Participation rate | 84.3% | 75.2%+9.1pp | 81.7%+2.6pp | 71.3%+13.0pp |
| Annual return | 12.36% | 18.20%-5.8pp | 122.12%-109.8pp | 19.28%-6.9pp |
| Employer contribution / active EE | $4,291 | $1,997+114.8% | $5,169-17.0% | $2,840+51.1% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $40 | $53-24.5% | $16,246-99.8% | $75-46.6% |