Filed May 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,720 |
USI CONSULTING GROUP2 years Service code 49 · EIN 34-1213174 | Other Services | $9,200 |
Filed as: FIDELITY INV INST OP CO LLC Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,306 | $65,437+12.0% | $86,698-15.4% | $66,949+9.5% |
| Participation rate | 84.6% | 75.5%+9.2pp | 76.6%+8.1pp | 69.8%+14.8pp |
| Annual return | -16.83% | -10.91%-5.9pp | 35.96%-52.8pp | 1.57%-18.4pp |
| Employer contribution / active EE | $3,517 | $2,154+63.3% | $2,837+24.0% | $2,545+38.2% |
| Participant deferral / active EE | $5,269 | $4,102+28.5% | $4,656+13.2% | $4,239+24.3% |
| Admin fee / account holder | $49 | $642-92.4% | $7,492-99.4% | $594-91.8% |