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 | $410,517 |
Filed as: FIDELITY INVESTMENTS INSTL OPS CO. Service code 50 · EIN 04-2647786 | Direct Payment | $3,110 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $791 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,666 | $68,330+12.2% | $149,740-48.8% | $96,393-20.5% |
| Participation rate | 94.8% | 74.6%+20.3pp | 78.8%+16.1pp | 71.3%+23.6pp |
| Annual return | 17.83% | 29.64%-11.8pp | 134.51%-116.7pp | 22.88%-5.0pp |
| Employer contribution / active EE | $2,047 | $2,139-4.3% | $4,821-57.5% | $3,239-36.8% |
| Participant deferral / active EE | $5,797 | $4,422+31.1% | $5,683+2.0% | $5,455+6.3% |
| Admin fee / account holder | $22 | $52-58.1% | $13,222-99.8% | $74-70.5% |