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 | $193,199 |
STRATEGIC ADVISORS, INC.6+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,787 |
GRANT THORNTON LLP2 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,353 |
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 | $40,516 | $105,190-61.5% | $98,920-59.0% | $90,274-55.1% |
| Participation rate | 96.8% | 86.4%+10.4pp | 76.0%+20.7pp | 73.4%+23.4pp |
| Annual return | 14.37% | 18.52%-4.2pp | 196.47%-182.1pp | 53.97%-39.6pp |
| Employer contribution / active EE | $2,000 | $3,831-47.8% | $2,689-25.6% | $2,523-20.7% |
| Participant deferral / active EE | $3,288 | $5,616-41.4% | $4,245-22.5% | $4,231-22.3% |
| Admin fee / account holder | $70 | $97-27.7% | $6,643-98.9% | $114-38.3% |