Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,838 |
Filed as: FIDELITY INVESTMENTS IN OP CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Filed as: FIDELITY INVESTMENTS IN OP CO., INC Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,771 | $48,576+416.2% | $169,463+48.0% | $56,287+345.5% |
| Participation rate | 92.1% | 65.8%+26.2pp | 77.8%+14.3pp | 69.9%+22.2pp |
| Annual return | -2.06% | -2.51%+0.5pp | 1.83%-3.9pp | -9.96%+7.9pp |
| Employer contribution / active EE | $7,197 | $1,559+361.6% | $4,159+73.0% | $2,111+240.9% |
| Participant deferral / active EE | $11,858 | $3,275+262.1% | $5,277+124.7% | $3,350+254.0% |
| Admin fee / account holder | $32 | $435-92.6% | $9,109-99.6% | $521-93.8% |