Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,266 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 16 43 MAIN STREET SE STE 148 · MINNEAPOLIS, MN 55414 | Consulting | $30,469 |
Filed as: FIDELITY MANAGEMENT INSTITUTIONAL Service code 60 · EIN 04-2647786 82 DEVONSHIRE · BOSTON, MA 02109 | Sub-TA Fees | $4,640 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,833 | $44,007+54.1% | $154,110-56.0% | $68,904-1.6% |
| Participation rate | 82.8% | 70.0%+12.7pp | 83.0%-0.3pp | 74.1%+8.6pp |
| Annual return | -3.63% | 8.15%-11.8pp | 735.22%-738.9pp | 1.07%-4.7pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $8 | $65-87.7% | $13,412-99.9% | $71-88.8% |