Filed February 10, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,496 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,303 |
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 | $83,033 | $70,083+18.5% | $59,887+38.6% | $55,725+49.0% |
| Participation rate | 81.9% | 78.4%+3.5pp | 74.7%+7.2pp | 70.9%+11.0pp |
| Annual return | -2.70% | 3.13%-5.8pp | 3.46%-6.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $7,048 | $2,878+144.8% | $2,722+158.9% | $2,078+239.1% |
| Participant deferral / active EE | $3,330 | $3,079+8.2% | $3,402-2.1% | $3,356-0.8% |
| Admin fee / account holder | $65 | $70-7.7% | $3,591-98.2% | $115-43.6% |