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 | $123,539 |
MERCER2+ years Service code 16 · EIN 61-0736136 | Consulting | $102,504 |
BLACKROCK1 year Service code 28 · EIN 94-2948313 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 28 · EIN 30-0447847 | Investment Management | $0 |
GOLDMAN SACHS2+ years Service code 28 · EIN 13-5108880 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: NATIXIS LOOMIS SAYLES Service code 28 · EIN 27-2765452 | Investment Management | $0 |
NUVEEN2+ years Filed as: NUVEEN FUND ADVISORS, LLC Service code 28 · EIN 36-3817266 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 | Investment Management | $0 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-2264646 | Investment Management | $0 |
THE VANGUARD GROUP, INC.2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,605 | $96,458+23.0% | $136,294-13.0% | $77,958+52.1% |
| Participation rate | 90.1% | 75.4%+14.7pp | 81.9%+8.2pp | 71.6%+18.5pp |
| Annual return | 14.02% | 23.78%-9.8pp | 5155.94%-5141.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $5,997 | $3,144+90.7% | $4,695+27.7% | $2,310+159.5% |
| Participant deferral / active EE | $260 | $5,902-95.6% | $6,247-95.8% | $3,537-92.6% |
| Admin fee / account holder | $75 | $80-6.3% | $9,243-99.2% | $97-22.6% |