Filed February 19, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $90,064+54.4% | $100,415+38.5% | $77,762+78.8% |
| Participation rate | 96.4% | 81.3%+15.1pp | 81.5%+14.9pp | 70.6%+25.8pp |
| Annual return | 14.46% | 20.61%-6.2pp | 49.47%-35.0pp | 31.27%-16.8pp |
| Employer contribution / active EE | $8,043 | $3,043+164.3% | $3,943+104.0% | $2,728+194.8% |
| Participant deferral / active EE | $10,782 | $8,282+30.2% | $8,091+33.3% | $4,651+131.8% |
| Admin fee / account holder | $12 | $172-92.8% | $7,906-99.8% | $433-97.1% |