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 | $188,691 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,659 |
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 | $28,548 | $134,045-78.7% | $80,022-64.3% | $75,289-62.1% |
| Participation rate | 95.3% | 85.8%+9.6pp | 75.8%+19.5pp | 72.4%+22.9pp |
| Annual return | -6.56% | -0.56%-6.0pp | 11.22%-17.8pp | -0.04%-6.5pp |
| Employer contribution / active EE | $1,813 | $3,492-48.1% | $2,468-26.5% | $2,405-24.6% |
| Participant deferral / active EE | $3,107 | $4,976-37.6% | $3,686-15.7% | $3,739-16.9% |
| Admin fee / account holder | $60 | $124-51.9% | $6,521-99.1% | $102-41.8% |