Filed December 18, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $575,572 |
Filed as: FIDELITY INVS INST OP CO, INC. Service code 15 · EIN 04-2647786 | Recordkeeping | $248,041 |
FID INV INST OPS CO3 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 | $85,728 | $126,505-32.2% | $152,093-43.6% | $126,505-32.2% |
| Participation rate | 96.9% | 81.0%+15.9pp | 77.8%+19.1pp | 81.0%+15.9pp |
| Annual return | 13.19% | 14.86%-1.7pp | 66.36%-53.2pp | 14.86%-1.7pp |
| Employer contribution / active EE | $3,202 | $4,041-20.8% | $4,175-23.3% | $4,041-20.8% |
| Participant deferral / active EE | $5,332 | $6,313-15.5% | $5,451-2.2% | $6,313-15.5% |
| Admin fee / account holder | $112 | $145-22.9% | $14,497-99.2% | $145-22.9% |