Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $65,592 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,936 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 16 · EIN 04-2530412 | Consulting | $4,919 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,111 | $86,795+55.7% | $67,681+99.6% | $64,728+108.7% |
| Participation rate | 99.9% | 71.7%+28.2pp | 73.7%+26.1pp | 57.9%+42.0pp |
| Annual return | 13.07% | 12.58%+0.5pp | 590.58%-577.5pp | 49.38%-36.3pp |
| Employer contribution / active EE | $11,812 | $2,837+316.3% | $2,678+341.0% | $2,243+426.7% |
| Participant deferral / active EE | $0 | $3,430-100.0% | $3,976-100.0% | $2,729-100.0% |
| Admin fee / account holder | $71 | $238-70.3% | $6,100-98.8% | $1,145-93.8% |