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 | $11,533 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,354 |
FINDLEY1 year Service code 11 · EIN 34-1213174 | Actuarial | $7,790 |
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 | $63,479 | $59,191+7.2% | $76,767-17.3% | $56,289+12.8% |
| Participation rate | 83.8% | 75.2%+8.6pp | 77.0%+6.9pp | 69.9%+14.0pp |
| Annual return | -6.42% | 6.62%-13.0pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,604 | $1,759+48.1% | $2,485+4.8% | $2,111+23.4% |
| Participant deferral / active EE | $4,079 | $3,255+25.3% | $3,852+5.9% | $3,350+21.8% |
| Admin fee / account holder | $119 | $489-75.7% | $6,675-98.2% | $521-77.2% |