Filed February 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $29,485 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,430 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,273 | $74,552+7.7% | $63,018+27.4% | $69,631+15.3% |
| Participation rate | 92.9% | 78.3%+14.6pp | 74.8%+18.1pp | 70.7%+22.2pp |
| Annual return | 23.31% | 15.77%+7.5pp | 87.62%-64.3pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $6,641 | $2,929+126.7% | $2,761+140.5% | $2,032+226.8% |
| Participant deferral / active EE | $2,947 | $2,974-0.9% | $3,330-11.5% | $3,224-8.6% |
| Admin fee / account holder | $69 | $59+15.6% | $3,601-98.1% | $110-37.8% |