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 CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $88,110 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,376 |
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 | $36,402 | $56,095-35.1% | $178,503-79.6% | $90,274-59.7% |
| Participation rate | 77.2% | 65.6%+11.7pp | 81.9%-4.7pp | 73.4%+3.9pp |
| Annual return | 13.73% | 28.81%-15.1pp | 151.12%-137.4pp | 53.97%-40.2pp |
| Employer contribution / active EE | $2,797 | $1,572+77.9% | $5,011-44.2% | $2,523+10.8% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $68 | $101-32.2% | $13,987-99.5% | $114-40.2% |