Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,656 |
USI CONSULTING GROUP1 year Service code 49 · EIN 34-1213174 | Other Services | $8,850 |
Filed as: FIDELITY INV INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,646 | $84,936+9.1% | $111,297-16.8% | $79,386+16.7% |
| Participation rate | 81.2% | 75.9%+5.3pp | 77.3%+3.9pp | 70.7%+10.5pp |
| Annual return | 15.06% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,724 | $1,979+37.6% | $2,731-0.3% | $2,427+12.2% |
| Participant deferral / active EE | $4,816 | $3,888+23.9% | $4,487+7.3% | $4,046+19.0% |
| Admin fee / account holder | $84 | $537-84.4% | $7,964-98.9% | $626-86.6% |