Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $153,690 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $5,583 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 15 · EIN 58-1707262 | Recordkeeping | $2,460 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $1,138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $100,886 | $67,512+49.4% | $185,851-45.7% | $93,010+8.5% |
| Participation rate | 51.9% | 67.1%-15.2pp | 81.7%-29.8pp | 73.9%-22.0pp |
| Annual return | 17.13% | 21.04%-3.9pp | 122.11%-105.0pp | 158.70%-141.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,168-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $3,215 | $3,035+5.9% | $5,569-42.3% | $4,561-29.5% |
| Admin fee / account holder | $148 | $318-53.5% | $16,245-99.1% | $152-2.7% |