Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,644 |
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 16 · EIN 36-0429197 | Consulting | $18,750 |
FID INV INST OPS CO7+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $18,707 |
FID INV INST OPS CO7+ years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,479 | $79,124+130.6% | $60,874+199.8% | $64,808+181.6% |
| Participation rate | 98.0% | 77.7%+20.3pp | 73.1%+24.9pp | 71.5%+26.5pp |
| Annual return | -11.13% | -7.13%-4.0pp | 16.90%-28.0pp | 32.82%-44.0pp |
| Employer contribution / active EE | $6,548 | $3,050+114.7% | $2,701+142.4% | $2,506+161.3% |
| Participant deferral / active EE | $7,347 | $3,725+97.2% | $3,817+92.5% | $4,310+70.5% |
| Admin fee / account holder | $48 | $106-54.1% | $3,224-98.5% | $188-74.2% |