Filed December 28, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $157,472 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $105,029 |
FID INV INST OPS CO7 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,756 | $53,254+641.3% | $155,574+153.7% | $199,921+97.5% |
| Participation rate | 93.6% | 64.1%+29.5pp | 78.2%+15.4pp | 72.0%+21.6pp |
| Annual return | 18.07% | 41.18%-23.1pp | 64.87%-46.8pp | 34.28%-16.2pp |
| Employer contribution / active EE | $25,759 | $1,848+1294.0% | $4,676+450.9% | $3,035+748.6% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $5,629-100.0% | $5,089-100.0% |
| Admin fee / account holder | $78 | $186-58.1% | $15,914-99.5% | $269-71.1% |