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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $71,573 |
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ENNIS KNUPP, INC. Service code 16 · EIN 36-3109431 | Consulting | $49,637 |
CROWE LLP1 year Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $10,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,986 | $85,635+104.3% | $123,894+41.2% | $63,975+173.5% |
| Participation rate | 41.8% | 74.9%-33.1pp | 81.4%-39.6pp | 71.1%-29.3pp |
| Annual return | 6.35% | 15.74%-9.4pp | 47.52%-41.2pp | 48.65%-42.3pp |
| Employer contribution / active EE | $9,742 | $3,076+216.7% | $4,617+111.0% | $2,182+346.5% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $43 | $75-42.4% | $8,357-99.5% | $70-38.8% |