Filed August 14, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,570 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$682 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,206 | $98,727+18.7% | $113,168+3.6% | $85,563+37.0% |
| Participation rate | 94.5% | 80.8%+13.7pp | 76.6%+18.0pp | 66.0%+28.6pp |
| Annual return | 16.65% | 17.43%-0.8pp | 24.27%-7.6pp | 31.51%-14.9pp |
| Employer contribution / active EE | $3,558 | $2,907+22.4% | $2,975+19.6% | $2,654+34.1% |
| Participant deferral / active EE | $8,205 | $5,424+51.3% | $5,107+60.7% | $4,375+87.5% |
| Admin fee / account holder | $56 | $357-84.4% | $12,068-99.5% | $834-93.3% |