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 | $101,672-9.4% | $147,117-37.4% | $74,478+23.7% |
| Participation rate | 60.4% | 75.5%-15.2pp | 82.2%-21.8pp | 67.2%-6.9pp |
| Annual return | 14.37% | 8757.83%-8743.5pp | 420.54%-406.2pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $1,685 | $3,813-55.8% | $4,932-65.8% | $2,626-35.9% |
| Participant deferral / active EE | $6,846 | $7,305-6.3% | $8,065-15.1% | $4,350+57.4% |
| Admin fee / account holder | $62 | $1,753-96.4% | $12,993-99.5% | $1,946-96.8% |