Filed December 18, 2019 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $539,397 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $309,373 |
FID INV INST OPS CO2 years 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 | $76,048 | $68,110+11.7% | $155,556-51.1% | $99,313-23.4% |
| Participation rate | 96.8% | 67.8%+29.0pp | 78.2%+18.6pp | 71.7%+25.1pp |
| Annual return | 26.50% | 16.16%+10.3pp | 64.84%-38.3pp | 17.67%+8.8pp |
| Employer contribution / active EE | $2,951 | $2,291+28.8% | $4,675-36.9% | $3,264-9.6% |
| Participant deferral / active EE | $4,988 | $3,865+29.1% | $5,631-11.4% | $5,346-6.7% |
| Admin fee / account holder | $117 | $94+24.6% | $15,885-99.3% | $109+7.3% |