Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $110,762 |
TIAA3+ years Service code 28 · EIN 13-1624203 | Investment Management | $2,886 |
Filed as: FIDELITY INV. INST. OPERATIONS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$909,887 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $185,234 | $97,136+90.7% | $59,899+209.2% | $73,367+152.5% |
| Participation rate | 53.8% | 65.8%-12.0pp | 74.7%-20.9pp | 69.5%-15.7pp |
| Annual return | 10.59% | -2.56%+13.2pp | 3.46%+7.1pp | 173.45%-162.9pp |
| Employer contribution / active EE | $5,476 | $4,492+21.9% | $2,723+101.1% | $2,499+119.1% |
| Participant deferral / active EE | $4,330 | $4,036+7.3% | $3,403+27.3% | $4,033+7.4% |
| Admin fee / account holder | $4 | $31-87.5% | $3,592-99.9% | $68-94.4% |