Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $476,344 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $289,418 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,924 | $59,312+6.1% | $149,740-58.0% | $103,657-39.3% |
| Participation rate | 94.9% | 70.3%+24.6pp | 78.8%+16.1pp | 73.4%+21.5pp |
| Annual return | 19.64% | 78.03%-58.4pp | 134.51%-114.9pp | 33.13%-13.5pp |
| Employer contribution / active EE | $2,812 | $2,187+28.6% | $4,821-41.7% | $3,216-12.5% |
| Participant deferral / active EE | $4,513 | $3,719+21.3% | $5,683-20.6% | $5,218-13.5% |
| Admin fee / account holder | $112 | $103+9.5% | $13,222-99.1% | $114-1.4% |