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 CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $76,140 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,060 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,051 | $53,199-19.1% | $155,567-72.3% | $199,768-78.4% |
| Participation rate | 67.1% | 64.1%+2.9pp | 78.2%-11.1pp | 72.0%-5.0pp |
| Annual return | 11.65% | 41.17%-29.5pp | 64.74%-53.1pp | 34.26%-22.6pp |
| Employer contribution / active EE | $1,747 | $1,852-5.7% | $4,674-62.6% | $3,037-42.5% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,628-100.0% | $5,090-100.0% |
| Admin fee / account holder | $63 | $186-65.9% | $15,916-99.6% | $269-76.5% |