Filed March 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPERATIONS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $171,380 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $37,050 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $31,342 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,961 |
Filed as: ANGELL PENSION CONSULTANTS Service code 10 · EIN 04-2530412 | Accounting | $9,206 |
Filed as: FIDELITY INV INDT OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,433 | $50,169+146.0% | $149,740-17.6% | $80,187+53.9% |
| Participation rate | 84.2% | 64.3%+20.0pp | 78.8%+5.5pp | 72.9%+11.3pp |
| Annual return | 19.51% | 29.82%-10.3pp | 134.51%-115.0pp | 40.40%-20.9pp |
| Employer contribution / active EE | $673 | $1,869-64.0% | $4,821-86.0% | $2,980-77.4% |
| Participant deferral / active EE | $8,281 | $3,194+159.2% | $5,683+45.7% | $5,016+65.1% |
| Admin fee / account holder | $58 | $153-61.7% | $13,222-99.6% | $145-59.7% |