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 | $230,750 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,012 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,353 |
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 | $62,060 | $105,190-41.0% | $98,920-37.3% | $90,274-31.3% |
| Participation rate | 91.8% | 86.4%+5.5pp | 76.0%+15.8pp | 73.4%+18.5pp |
| Annual return | 15.92% | 18.52%-2.6pp | 196.47%-180.6pp | 53.97%-38.1pp |
| Employer contribution / active EE | $1,798 | $3,831-53.1% | $2,689-33.2% | $2,523-28.8% |
| Participant deferral / active EE | $2,244 | $5,616-60.0% | $4,245-47.1% | $4,231-47.0% |
| Admin fee / account holder | $77 | $97-21.0% | $6,643-98.8% | $114-32.6% |