Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INST. OPERATIONS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $9,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $5,750 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 30-0002637 | Advisory (Plan) | $5,092 |
Filed as: FIDELITY INST. OPERATIONS CO Service code 60 | Sub-TA Fees | $0 |
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 | $62,331 | $60,165+3.6% | $74,184-16.0% | $55,167+13.0% |
| Participation rate | 88.1% | 74.2%+13.9pp | 76.6%+11.5pp | 69.0%+19.1pp |
| Annual return | 8.89% | 10.00%-1.1pp | 17.74%-8.8pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,286 | $1,600-19.6% | $2,370-45.7% | $1,963-34.5% |
| Participant deferral / active EE | $3,924 | $2,973+32.0% | $3,550+10.5% | $3,054+28.5% |
| Admin fee / account holder | $88 | $419-78.9% | $5,586-98.4% | $504-82.4% |