Filed September 13, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,115 |
FID INV INST OPS CO8+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $10,672 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,608 | $83,884+77.2% | $64,110+131.8% | $74,478+99.5% |
| Participation rate | 97.2% | 76.6%+20.6pp | 72.3%+24.9pp | 70.7%+26.5pp |
| Annual return | 11.19% | 16.57%-5.4pp | 33.75%-22.6pp | 34.37%-23.2pp |
| Employer contribution / active EE | $6,465 | $3,084+109.7% | $2,751+135.0% | $2,637+145.2% |
| Participant deferral / active EE | $7,193 | $3,692+94.8% | $3,883+85.2% | $4,530+58.8% |
| Admin fee / account holder | $19 | $196-90.2% | $3,071-99.4% | $347-94.4% |