Filed July 6, 2017 (most recent of 2 filings on file)
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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,836 | $45,022+104.0% | $85,126+7.9% | $77,714+18.2% |
| Participation rate | 86.4% | 48.7%+37.7pp | 67.5%+18.8pp | 70.6%+15.8pp |
| Annual return | 17.81% | 79.38%-61.6pp | 66.63%-48.8pp | 31.26%-13.4pp |
| Employer contribution / active EE | $1,905 | $1,610+18.3% | $2,731-30.3% | $2,727-30.1% |
| Participant deferral / active EE | $9,004 | $2,811+220.4% | $4,523+99.1% | $4,649+93.7% |
| Admin fee / account holder | $159 | $913-82.6% | $6,160-97.4% | $433-63.3% |