Filed February 19, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 26 · EIN 04-2654524 | Advisory (Participants) | $5,182 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 14 · EIN 04-2647786 | Plan Administrator | $1,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,665 | $89,282+43.0% | $94,646+34.9% | $74,419+71.5% |
| Participation rate | 94.5% | 82.4%+12.0pp | 80.8%+13.6pp | 70.7%+23.7pp |
| Annual return | 19.73% | 25.96%-6.2pp | 156.71%-137.0pp | 34.38%-14.6pp |
| Employer contribution / active EE | $8,253 | $3,022+173.1% | $3,672+124.7% | $2,637+212.9% |
| Participant deferral / active EE | $11,167 | $8,425+32.6% | $7,418+50.5% | $4,528+146.6% |
| Admin fee / account holder | $7 | $219-96.7% | $7,231-99.9% | $348-97.9% |