Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $92,388 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,392 | $67,512-38.7% | $185,851-77.7% | $93,010-55.5% |
| Participation rate | 66.4% | 67.1%-0.7pp | 81.7%-15.3pp | 73.9%-7.5pp |
| Annual return | 12.65% | 21.04%-8.4pp | 122.11%-109.5pp | 158.70%-146.1pp |
| Employer contribution / active EE | $2,508 | $1,783+40.7% | $5,168-51.5% | $2,705-7.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $71 | $318-77.5% | $16,245-99.6% | $152-52.9% |