Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $481,691 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $3,452 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Float reven... | $990 |
Filed as: THE PRUDENTIAL INS CO. OF AMERICA Service code 37 · EIN 22-1211670 | Loan Processing | $208 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,266 | $68,062+20.9% | $185,854-55.7% | $106,520-22.8% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.7%+13.5pp | 71.3%+23.9pp |
| Annual return | 15.76% | 18.20%-2.4pp | 122.12%-106.4pp | 19.28%-3.5pp |
| Employer contribution / active EE | $1,927 | $1,997-3.5% | $5,169-62.7% | $2,840-32.2% |
| Participant deferral / active EE | $5,361 | $3,990+34.4% | $5,569-3.7% | $4,948+8.4% |
| Admin fee / account holder | $28 | $53-46.3% | $16,246-99.8% | $75-62.0% |