Filed April 4, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $28,790 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,454 |
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 | $100,792 | $65,223+54.5% | $80,022+26.0% | $55,727+80.9% |
| Participation rate | 96.4% | 80.6%+15.9pp | 75.8%+20.6pp | 70.9%+25.6pp |
| Annual return | -5.58% | 7.59%-13.2pp | 11.22%-16.8pp | 244.94%-250.5pp |
| Employer contribution / active EE | $2,544 | $2,5440% | $2,468+3.1% | $2,078+22.4% |
| Participant deferral / active EE | $6,871 | $3,881+77.1% | $3,686+86.4% | $3,356+104.8% |
| Admin fee / account holder | $145 | $114+26.7% | $6,521-97.8% | $115+25.7% |