Filed June 13, 2024 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,977 |
Filed as: FIDELITY INV. INST. OPS. CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $12,557 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $60,649 | $37,039+63.7% | $147,618-58.9% | $59,188+2.5% |
| Participation rate | 71.6% | 63.8%+7.8pp | 84.6%-13.0pp | 69.4%+2.2pp |
| Annual return | 1.77% | 7.19%-5.4pp | 61.98%-60.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $21 | $60-65.8% | $11,612-99.8% | $92-77.6% |