Filed December 18, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $475,886 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $210,410 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
Filed as: CBIZ MHM, LLC Service code 10 · EIN 34-1846498 | Accounting | $14,416 |
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 | $62,551 | $93,462-33.1% | $165,100-62.1% | $99,313-37.0% |
| Participation rate | 88.6% | 79.9%+8.7pp | 78.6%+9.9pp | 71.7%+16.9pp |
| Annual return | 15.09% | 15.71%-0.6pp | 70.21%-55.1pp | 17.67%-2.6pp |
| Employer contribution / active EE | $3,427 | $3,099+10.6% | $4,348-21.2% | $3,264+5.0% |
| Participant deferral / active EE | $5,895 | $5,366+9.9% | $6,035-2.3% | $5,346+10.3% |
| Admin fee / account holder | $100 | $81+22.6% | $12,696-99.2% | $109-8.6% |