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 | $108,347 |
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,871 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,077 | $112,582-65.3% | $105,624-63.0% | $200,096-80.5% |
| Participation rate | 97.6% | 86.3%+11.4pp | 75.3%+22.4pp | 72.0%+25.6pp |
| Annual return | 12.07% | 15.58%-3.5pp | 116.20%-104.1pp | 34.26%-22.2pp |
| Employer contribution / active EE | $2,023 | $4,580-55.8% | $3,168-36.1% | $3,038-33.4% |
| Participant deferral / active EE | $3,437 | $6,655-48.4% | $5,013-31.4% | $5,090-32.5% |
| Admin fee / account holder | $52 | $107-51.8% | $10,961-99.5% | $269-80.9% |