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 | $193,420 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,912 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,767 |
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 | $70,221 | $114,195-38.5% | $106,554-34.1% | $93,010-24.5% |
| Participation rate | 91.1% | 86.4%+4.7pp | 76.1%+14.9pp | 73.9%+17.2pp |
| Annual return | 11.73% | 22.18%-10.4pp | 26.80%-15.1pp | 158.70%-147.0pp |
| Employer contribution / active EE | $1,824 | $4,009-54.5% | $2,819-35.3% | $2,705-32.6% |
| Participant deferral / active EE | $2,794 | $5,908-52.7% | $4,398-36.5% | $4,561-38.7% |
| Admin fee / account holder | $81 | $105-22.3% | $7,408-98.9% | $152-46.3% |