Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 30-0002637 | Advisory (Plan) | $8,265 |
Filed as: FIDELITY INST. OPERATIONS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,165 |
HALLETT ASSOCIATES, INC.1 year Filed as: HALLETT ASSOCIATES Service code 11 · EIN 25-1592340 | Actuarial | $7,400 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $6,281 |
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 | $70,982 | $64,909+9.4% | $82,312-13.8% | $62,293+13.9% |
| Participation rate | 88.2% | 74.9%+13.3pp | 76.9%+11.3pp | 69.5%+18.7pp |
| Annual return | 14.07% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $2,340 | $1,676+39.6% | $2,428-3.6% | $2,042+14.6% |
| Participant deferral / active EE | $4,075 | $3,103+31.3% | $3,706+9.9% | $3,169+28.6% |
| Admin fee / account holder | $137 | $440-68.9% | $5,608-97.6% | $479-71.4% |