Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $482,617 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $414,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,076 | $52,346+1.4% | $143,801-63.1% | $78,104-32.0% |
| Participation rate | 95.6% | 72.7%+22.9pp | 80.3%+15.3pp | 74.5%+21.1pp |
| Annual return | -17.47% | -14.19%-3.3pp | -0.04%-17.4pp | 10.90%-28.4pp |
| Employer contribution / active EE | $2,849 | $2,131+33.7% | $4,952-42.5% | $3,128-8.9% |
| Participant deferral / active EE | $4,292 | $3,800+12.9% | $5,639-23.9% | $5,089-15.7% |
| Admin fee / account holder | $136 | $63+113.6% | $14,680-99.1% | $79+71.6% |