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 | $176,389 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,678 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,767 |
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 | $45,217 | $114,195-60.4% | $106,554-57.6% | $93,010-51.4% |
| Participation rate | 96.2% | 86.4%+9.8pp | 76.1%+20.0pp | 73.9%+22.3pp |
| Annual return | 13.83% | 22.18%-8.3pp | 26.80%-13.0pp | 158.70%-144.9pp |
| Employer contribution / active EE | $2,507 | $4,009-37.5% | $2,819-11.1% | $2,705-7.3% |
| Participant deferral / active EE | $4,293 | $5,908-27.3% | $4,398-2.4% | $4,561-5.9% |
| Admin fee / account holder | $76 | $105-27.8% | $7,408-99.0% | $152-50.1% |