Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,521 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,900 |
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 | $30,091 | $77,958-61.4% | $78,210-61.5% | $77,958-61.4% |
| Participation rate | 84.3% | 71.6%+12.6pp | 68.7%+15.5pp | 71.6%+12.6pp |
| Annual return | 17.98% | 20.87%-2.9pp | 40.90%-22.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,640 | $2,310-29.0% | $2,034-19.4% | $2,310-29.0% |
| Participant deferral / active EE | $1,745 | $3,537-50.7% | $2,823-38.2% | $3,537-50.7% |
| Admin fee / account holder | $6 | $97-93.5% | $3,758-99.8% | $97-93.5% |