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 | $587,025 |
STRATEGIC ADVISORS, INC.7 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $257,716 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
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 | $30,384 | $68,330-55.5% | $149,740-79.7% | $96,393-68.5% |
| Participation rate | 85.1% | 74.6%+10.5pp | 78.8%+6.3pp | 71.3%+13.8pp |
| Annual return | 17.11% | 29.64%-12.5pp | 134.51%-117.4pp | 22.88%-5.8pp |
| Employer contribution / active EE | $3,372 | $2,139+57.6% | $4,821-30.1% | $3,239+4.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,683-100.0% | $5,455-100.0% |
| Admin fee / account holder | $38 | $52-26.5% | $13,222-99.7% | $74-48.3% |