Filed August 26, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,989 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$58,271 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $425,999 | $60,454+604.7% | $81,844+420.5% | $74,459+472.1% |
| Participation rate | 69.4% | 63.0%+6.5pp | 72.4%-2.9pp | 67.2%+2.2pp |
| Annual return | 16.92% | 16.87%0pp | 778.87%-762.0pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $9,605 | $2,630+265.3% | $2,916+229.3% | $2,626+265.8% |
| Participant deferral / active EE | $10,379 | $3,398+205.4% | $4,323+140.1% | $4,350+138.6% |
| Admin fee / account holder | -$344 | $1,490-123.1% | $7,355-104.7% | $1,945-117.7% |