Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $15,386 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,714 | $132,049+52.0% | $200,582+0.1% | $74,304+170.1% |
| Participation rate | 89.6% | 84.1%+5.6pp | 86.9%+2.7pp | 60.3%+29.3pp |
| Annual return | 20.88% | 22.22%-1.3pp | 42.33%-21.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $3,109 | $4,558-31.8% | $6,419-51.6% | $2,241+38.7% |
| Participant deferral / active EE | $13,682 | $7,213+89.7% | $9,331+46.6% | $3,767+263.2% |
| Admin fee / account holder | $92 | $2,405-96.2% | $16,305-99.4% | $2,969-96.9% |