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 | $92,071+46.7% | $63,803+111.8% | $71,012+90.3% |
| Participation rate | 99.9% | 73.7%+26.2pp | 72.7%+27.2pp | 58.6%+41.3pp |
| Annual return | 13.07% | 13.14%-0.1pp | 543.72%-530.7pp | 37.67%-24.6pp |
| Employer contribution / active EE | $11,812 | $3,085+282.8% | $2,532+366.4% | $2,348+403.1% |
| Participant deferral / active EE | $0 | $3,765-100.0% | $3,843-100.0% | $3,246-100.0% |
| Admin fee / account holder | $71 | $227-68.8% | $5,196-98.6% | $1,167-93.9% |