Filed February 10, 2020 (most recent of 2 filings on file)
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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,310 | $91,695+31.2% | $67,575+78.0% | $77,736+54.8% |
| Participation rate | 99.8% | 76.0%+23.8pp | 72.9%+26.9pp | 70.6%+29.2pp |
| Annual return | 14.34% | 14.88%-0.5pp | 3528.98%-3514.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $9,550 | $3,189+199.5% | $2,736+249.1% | $2,728+250.1% |
| Participant deferral / active EE | $6,252 | $3,912+59.8% | $4,003+56.2% | $4,651+34.4% |
| Admin fee / account holder | $84 | $245-65.6% | $3,993-97.9% | $433-80.5% |