Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $104,242 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,337 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,990 | $90,410-67.9% | $91,004-68.1% | $77,958-62.8% |
| Participation rate | 95.5% | 86.4%+9.1pp | 75.6%+19.9pp | 71.6%+23.8pp |
| Annual return | 11.15% | 21.34%-10.2pp | 4.60%+6.6pp | 20.87%-9.7pp |
| Employer contribution / active EE | $2,088 | $3,392-38.4% | $2,456-15.0% | $2,310-9.6% |
| Participant deferral / active EE | $3,268 | $4,816-32.1% | $3,548-7.9% | $3,537-7.6% |
| Admin fee / account holder | $34 | $79-56.9% | $5,417-99.4% | $97-65.1% |