Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,244 |
Filed as: FIDELITY INST. OPERATIONS COMPANY Service code 37 · EIN 04-2647786 | Loan Processing | $8,699 |
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 | $77,164 | $65,376+18.0% | $87,102-11.4% | $65,185+18.4% |
| Participation rate | 83.1% | 75.3%+7.8pp | 76.9%+6.2pp | 70.2%+12.9pp |
| Annual return | 25.52% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,159 | $1,822+18.5% | $2,521-14.4% | $2,177-0.8% |
| Participant deferral / active EE | $4,363 | $3,388+28.8% | $4,048+7.8% | $3,514+24.2% |
| Admin fee / account holder | $82 | $520-84.2% | $7,491-98.9% | $847-90.3% |