Filed April 22, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $34,836 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,031 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $5,994 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,123 | $66,098+31.8% | $101,794-14.4% | $74,304+17.3% |
| Participation rate | 90.6% | 53.8%+36.8pp | 69.2%+21.4pp | 60.3%+30.2pp |
| Annual return | 17.19% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $286 | $1,082-73.5% | $2,289-87.5% | $2,241-87.2% |
| Participant deferral / active EE | $5,752 | $2,781+106.8% | $4,084+40.8% | $3,767+52.7% |
| Admin fee / account holder | $302 | $4,146-92.7% | $8,777-96.6% | $2,969-89.8% |