Filed July 19, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,332 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,970 | $129,021+3.1% | $184,203-27.8% | $77,643+71.3% |
| Participation rate | 98.3% | 87.3%+11.0pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 16.28% | 33.27%-17.0pp | 28.81%-12.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,838 | $4,413-35.7% | $6,427-55.8% | $2,726+4.1% |
| Participant deferral / active EE | $8,462 | $7,297+16.0% | $9,131-7.3% | $4,647+82.1% |
| Admin fee / account holder | $33 | $254-87.2% | $13,901-99.8% | $430-92.4% |