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 CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $106,614 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,353 |
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 | $39,997 | $50,150-20.2% | $149,723-73.3% | $80,169-50.1% |
| Participation rate | 66.2% | 64.3%+1.9pp | 78.8%-12.5pp | 72.9%-6.7pp |
| Annual return | 15.59% | 29.80%-14.2pp | 134.50%-118.9pp | 40.39%-24.8pp |
| Employer contribution / active EE | $1,920 | $1,868+2.8% | $4,821-60.2% | $2,978-35.5% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $69 | $153-54.7% | $13,215-99.5% | $145-52.3% |