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 | $597,474 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $261,035 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $13,306 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,943 | $83,057-67.6% | $143,801-81.3% | $89,433-69.9% |
| Participation rate | 83.7% | 74.0%+9.7pp | 80.3%+3.4pp | 71.3%+12.5pp |
| Annual return | -17.33% | -13.97%-3.4pp | -0.04%-17.3pp | -11.88%-5.4pp |
| Employer contribution / active EE | $2,459 | $2,095+17.4% | $4,952-50.4% | $3,021-18.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,639-100.0% | $5,125-100.0% |
| Admin fee / account holder | $42 | $83-49.6% | $14,680-99.7% | $79-47.3% |