Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP10+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $28,422 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $8,827 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,615 | $83,369+206.6% | $105,223+142.9% | $67,986+276.0% |
| Participation rate | 98.3% | 56.3%+42.0pp | 75.0%+23.2pp | 57.2%+41.1pp |
| Annual return | 10.07% | 24.64%-14.6pp | 180.65%-170.6pp | 31.67%-21.6pp |
| Employer contribution / active EE | $8,232 | $2,541+224.0% | $3,689+123.2% | $2,019+307.8% |
| Participant deferral / active EE | $17,030 | $3,295+416.8% | $5,072+235.8% | $3,358+407.2% |
| Admin fee / account holder | $128 | $4,073-96.9% | $8,859-98.6% | $3,203-96.0% |