Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $198,901 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,787 |
EPI-USE AMERICA INC.1 year Service code 16 · EIN 58-2430345 | Consulting | $16,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $15,939 |
Participant contribution per participant 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 | $52,559 | $96,403-45.5% | $93,621-43.9% | $77,775-32.4% |
| Participation rate | 89.7% | 87.6%+2.1pp | 75.8%+13.9pp | 73.2%+16.5pp |
| Annual return | 21.37% | 39.36%-18.0pp | 32.76%-11.4pp | 32.58%-11.2pp |
| Employer contribution / active EE | $1,630 | $3,616-54.9% | $2,719-40.0% | $2,504-34.9% |
| Participant deferral / active EE | $2,170 | $5,341-59.4% | $4,070-46.7% | $3,966-45.3% |
| Admin fee / account holder | $73 | $90-18.6% | $7,890-99.1% | $100-27.2% |