Filed June 13, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $31,199 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,908 | $55,437+40.5% | $155,534-49.9% | $74,459+4.6% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 13.46% | 269.58%-256.1pp | 64.92%-51.5pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,918 | $2,266+28.8% | $4,675-37.6% | $2,626+11.1% |
| Participant deferral / active EE | $3,768 | $2,837+32.8% | $5,630-33.1% | $4,350-13.4% |
| Admin fee / account holder | $164 | $1,742-90.6% | $15,900-99.0% | $1,945-91.6% |