Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO INC Service code 28 · EIN 04-2647786 | Investment Management | $117,467 |
MERCER1+ years Service code 16 · EIN 61-0736136 | Consulting | $98,090 |
DIMENSIONAL FUND ADVISORS1+ years Service code 28 · EIN 30-0447847 | Investment Management | $0 |
GOLDMAN SACHS1+ years Service code 28 · EIN 13-5108880 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANELY Service code 28 · EIN 36-3145972 | Investment Management | $0 |
LOOMIS SAYLES1+ years Filed as: NATIXIS LOOMIS SAYLES Service code 28 · EIN 27-2765452 | Investment Management | $0 |
NUVEEN1+ years Filed as: NUVEEN FUND ADVISORS, LLC Service code 28 · EIN 36-3817266 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $0 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC Service code 28 · EIN 23-1945930 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,666 | $85,635+23.4% | $123,894-14.7% | $63,975+65.2% |
| Participation rate | 88.0% | 74.9%+13.1pp | 81.4%+6.6pp | 71.1%+16.9pp |
| Annual return | 10.66% | 15.74%-5.1pp | 47.52%-36.9pp | 48.65%-38.0pp |
| Employer contribution / active EE | $5,681 | $3,076+84.6% | $4,617+23.0% | $2,182+160.4% |
| Participant deferral / active EE | $250 | $5,667-95.6% | $5,984-95.8% | $3,356-92.5% |
| Admin fee / account holder | $72 | $75-4.0% | $8,357-99.1% | $70+2.1% |