Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,034 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,881 |
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 | $92,138 | $101,591-9.3% | $147,096-37.4% | $74,429+23.8% |
| Participation rate | 60.4% | 75.5%-15.2pp | 82.2%-21.8pp | 67.2%-6.8pp |
| Annual return | 14.37% | 8746.45%-8732.1pp | 419.75%-405.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,685 | $3,813-55.8% | $4,936-65.9% | $2,625-35.8% |
| Participant deferral / active EE | $6,846 | $7,302-6.3% | $8,071-15.2% | $4,348+57.4% |
| Admin fee / account holder | $62 | $1,750-96.4% | $13,005-99.5% | $1,944-96.8% |