Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $338,679 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $237,242 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,066 | $63,259-19.3% | $178,510-71.4% | $93,223-45.2% |
| Participation rate | 92.2% | 72.1%+20.1pp | 81.9%+10.3pp | 74.9%+17.3pp |
| Annual return | 10.38% | 19.93%-9.5pp | 151.13%-140.7pp | 19.29%-8.9pp |
| Employer contribution / active EE | $2,690 | $1,865+44.3% | $5,011-46.3% | $2,680+0.4% |
| Participant deferral / active EE | $3,877 | $3,372+15.0% | $5,202-25.5% | $4,563-15.0% |
| Admin fee / account holder | $88 | $58+52.3% | $13,988-99.4% | $79+11.6% |