Filed December 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8 years Service code 37 · EIN 04-2647786 | Loan Processing | $35,047 |
STRATEGIC ADVISORS, INC.8 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,587 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,980 | $129,021-24.8% | $184,203-47.4% | $77,643+24.9% |
| Participation rate | 96.4% | 87.3%+9.0pp | 86.8%+9.6pp | 70.6%+25.8pp |
| Annual return | 14.03% | 33.27%-19.2pp | 28.81%-14.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $3,661 | $4,413-17.0% | $6,427-43.0% | $2,726+34.3% |
| Participant deferral / active EE | $7,328 | $7,297+0.4% | $9,131-19.7% | $4,647+57.7% |
| Admin fee / account holder | $74 | $254-71.0% | $13,901-99.5% | $430-82.9% |