Filed February 10, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $43,910 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,310 | $91,621+31.3% | $67,511+78.2% | $77,671+54.9% |
| Participation rate | 99.8% | 76.0%+23.8pp | 72.9%+26.9pp | 70.6%+29.2pp |
| Annual return | 14.34% | 14.87%-0.5pp | 3517.41%-3503.1pp | 31.21%-16.9pp |
| Employer contribution / active EE | $9,550 | $3,184+200.0% | $2,733+249.5% | $2,726+250.3% |
| Participant deferral / active EE | $6,252 | $3,906+60.0% | $4,000+56.3% | $4,648+34.5% |
| Admin fee / account holder | $84 | $176-52.2% | $3,999-97.9% | $430-80.4% |