Filed July 6, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,975 |
KEITER2 years Service code 10 · EIN 54-1631262 | Accounting | $40,551 |
JANNEY MONTGOMERY SCOTT LLC4 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $24,975 |
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,782 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $45,109+103.6% | $85,240+7.7% | $77,762+18.1% |
| Participation rate | 86.4% | 48.7%+37.7pp | 67.5%+18.8pp | 70.6%+15.8pp |
| Annual return | 17.81% | 79.55%-61.7pp | 66.75%-48.9pp | 31.27%-13.5pp |
| Employer contribution / active EE | $1,905 | $1,602+18.9% | $2,735-30.4% | $2,728-30.2% |
| Participant deferral / active EE | $9,004 | $2,814+220.0% | $4,527+98.9% | $4,651+93.6% |
| Admin fee / account holder | $159 | $915-82.6% | $6,165-97.4% | $433-63.3% |