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 | $121,719 |
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,993 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $17,595 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,216 | $81,948-58.2% | $90,767-62.3% | $64,829-47.2% |
| Participation rate | 92.5% | 80.5%+12.1pp | 75.7%+16.8pp | 71.5%+21.0pp |
| Annual return | -17.35% | -12.53%-4.8pp | -12.16%-5.2pp | 32.85%-50.2pp |
| Employer contribution / active EE | $3,062 | $3,067-0.2% | $2,922+4.8% | $2,507+22.1% |
| Participant deferral / active EE | $5,275 | $4,844+8.9% | $4,565+15.5% | $4,312+22.3% |
| Admin fee / account holder | $78 | $157-50.6% | $8,445-99.1% | $188-58.7% |