Filed December 7, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,960 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | -$16,251 |
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 | $221,515 | $88,324+150.8% | $115,038+92.6% | $55,191+301.4% |
| Participation rate | 95.7% | 72.5%+23.1pp | 81.4%+14.3pp | 69.2%+26.5pp |
| Annual return | 0.71% | 6.30%-5.6pp | 26.14%-25.4pp | 10.78%-10.1pp |
| Employer contribution / active EE | $11,655 | $2,805+315.5% | $4,608+152.9% | $1,899+513.8% |
| Participant deferral / active EE | $9,396 | $5,042+86.3% | $6,026+55.9% | $3,046+208.4% |
| Admin fee / account holder | $6 | $105-94.6% | $8,175-99.9% | $91-93.7% |