Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,610 |
TIAA2+ years Service code 28 · EIN 13-1624203 | Investment Management | $4,177 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$911,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,095 | $111,945+55.5% | $63,018+176.3% | $80,976+115.0% |
| Participation rate | 57.8% | 65.1%-7.2pp | 74.8%-17.0pp | 68.3%-10.4pp |
| Annual return | 14.62% | 17.10%-2.5pp | 87.63%-73.0pp | 22.91%-8.3pp |
| Employer contribution / active EE | $5,352 | $4,590+16.6% | $2,761+93.9% | $2,402+122.8% |
| Participant deferral / active EE | $4,155 | $3,579+16.1% | $3,330+24.8% | $3,848+8.0% |
| Admin fee / account holder | $3 | $24-87.1% | $3,601-99.9% | $67-95.3% |