Filed August 31, 2022 (most recent of 3 filings on file)
Total covered: 1,021 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,955 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO. Service code 37 · EIN 04-2647786 | Loan Processing | -$24,431 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,956 | $120,057-84.2% | $75,728-75.0% | $93,010-79.6% |
| Participation rate | 79.6% | 77.3%+2.3pp | 74.8%+4.7pp | 73.9%+5.7pp |
| Annual return | 18.57% | 19.62%-1.0pp | 104.66%-86.1pp | 158.70%-140.1pp |
| Employer contribution / active EE | $541 | $3,253-83.4% | $2,743-80.3% | $2,705-80.0% |
| Participant deferral / active EE | $2,360 | $4,089-42.3% | $3,820-38.2% | $4,561-48.2% |
| Admin fee / account holder | $0 | $81-100.0% | $3,620-100.0% | $152-100.0% |