Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $9,711 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 14 · EIN 04-2647786 | Plan Administrator | $2,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,051 | $90,003+54.5% | $100,398+38.5% | $77,692+79.0% |
| Participation rate | 96.4% | 81.3%+15.1pp | 81.5%+14.9pp | 70.6%+25.9pp |
| Annual return | 14.46% | 20.61%-6.2pp | 49.32%-34.9pp | 31.25%-16.8pp |
| Employer contribution / active EE | $8,043 | $3,043+164.3% | $3,946+103.8% | $2,726+195.0% |
| Participant deferral / active EE | $10,782 | $8,287+30.1% | $8,084+33.4% | $4,648+132.0% |
| Admin fee / account holder | $12 | $172-92.8% | $7,893-99.8% | $431-97.1% |