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 | $84,045+60.8% | $77,361+74.6% | $69,255+95.1% |
| Participation rate | 99.9% | 71.8%+28.1pp | 75.0%+24.9pp | 69.0%+30.8pp |
| Annual return | 13.07% | 12.46%+0.6pp | 1011.54%-998.5pp | 26.73%-13.7pp |
| Employer contribution / active EE | $11,812 | $2,954+299.8% | $2,990+295.0% | $2,645+346.6% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $3,911-100.0% | $2,890-100.0% |
| Admin fee / account holder | $71 | $239-70.4% | $5,894-98.8% | $733-90.3% |