Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,327 |
Filed as: FIDELITY INVEST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $132,881 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $18,612 |
Filed as: FIDELITY INVEST INSTITUTIONAL OPS Service code 60 | Sub-TA Fees | $0 |
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 | $38,706 | $46,969-17.6% | $154,110-74.9% | $73,367-47.2% |
| Participation rate | 65.5% | 72.4%-6.9pp | 83.0%-17.6pp | 69.5%-4.0pp |
| Annual return | -5.30% | 821.68%-827.0pp | 735.22%-740.5pp | 173.45%-178.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $3,774 | $3,162+19.3% | $5,081-25.7% | $4,033-6.4% |
| Admin fee / account holder | $25 | $47-45.9% | $13,412-99.8% | $68-63.1% |