Filed January 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,802 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$146,456 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,069 | $119,446+145.4% | $150,045+95.3% | $85,563+242.5% |
| Participation rate | 95.6% | 75.4%+20.2pp | 82.3%+13.3pp | 66.0%+29.6pp |
| Annual return | 19.24% | 23.72%-4.5pp | 62.55%-43.3pp | 31.51%-12.3pp |
| Employer contribution / active EE | $13,000 | $4,078+218.8% | $4,693+177.0% | $2,654+389.9% |
| Participant deferral / active EE | $16,859 | $7,985+111.1% | $7,997+110.8% | $4,375+285.3% |
| Admin fee / account holder | -$197 | $548-136.0% | $13,435-101.5% | $834-123.7% |