Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INSTITUTIONAL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $157,036 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,049 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $38,850 |
PRISMA NASHVILLE LLC1 year Service code 38 · EIN 86-5211770 | Participant Communication | $10,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,198 | $112,582-42.1% | $105,624-38.3% | $200,096-67.4% |
| Participation rate | 90.8% | 86.3%+4.5pp | 75.3%+15.5pp | 72.0%+18.8pp |
| Annual return | 12.21% | 15.58%-3.4pp | 116.20%-104.0pp | 34.26%-22.1pp |
| Employer contribution / active EE | $2,073 | $4,580-54.7% | $3,168-34.6% | $3,038-31.8% |
| Participant deferral / active EE | $3,268 | $6,655-50.9% | $5,013-34.8% | $5,090-35.8% |
| Admin fee / account holder | $72 | $107-32.8% | $10,961-99.3% | $269-73.3% |