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 | $607,493 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $300,567 |
RVK, INC.1 year Filed as: RVK INC Service code 27 · EIN 93-2654524 | Advisory (Plan) | $21,173 |
EIDE BAILLY LLP10+ years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $16,760 |
Filed as: FIDELITY INVEST INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years 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 | $32,778 | $73,283-55.3% | $155,556-78.9% | $106,553-69.2% |
| Participation rate | 86.0% | 73.3%+12.8pp | 78.2%+7.8pp | 69.8%+16.2pp |
| Annual return | 12.00% | 15.76%-3.8pp | 64.84%-52.8pp | 17.37%-5.4pp |
| Employer contribution / active EE | $3,460 | $2,241+54.4% | $4,675-26.0% | $3,359+3.0% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $40 | $56-27.9% | $15,885-99.7% | $80-49.4% |