Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,482 |
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 16 · EIN 36-0429197 | Consulting | $9,375 |
FID INV INST OPS CO4+ years Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO4+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | -$2,294 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,075 | $95,542+40.3% | $69,455+93.0% | $67,579+98.4% |
| Participation rate | 90.7% | 79.4%+11.3pp | 74.6%+16.1pp | 71.3%+19.4pp |
| Annual return | 7.10% | 17.67%-10.6pp | 28.97%-21.9pp | 378.56%-371.5pp |
| Employer contribution / active EE | $6,305 | $2,989+111.0% | $2,779+126.9% | $2,148+193.6% |
| Participant deferral / active EE | $6,783 | $3,263+107.9% | $3,535+91.9% | $3,539+91.7% |
| Admin fee / account holder | $12 | $90-86.3% | $3,839-99.7% | $142-91.3% |